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User Profile
This user is registered with Cootera.com and has listed an authentic classified on Cootera.
vally
vallysu
Address
Twin Star Building, Saket Square
Indore, Madya Pradesh, India, 452001
Indore, Madya Pradesh, India, 452001
Contact Details
8889911223
Classifieds posted by
vally
vallysu
…
The benefits are provided in the form of accessing investment portfolio at any time and irrespective of the location. The instant monitoring and alert feature of Mutual Fund Software for IFA provides the ownership benefits.
Category:Investment
Indore
Posted on May 29, 2020
241 views
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It is most important that a software vendor must provide same support after subscription also. We automatically upgrade the existing software to newer versions and apply feature enhancements as they are released. We provide proper training and support post subscription of this mutual fund software, so that advisors must not feel any type of inconvenience.
Category:Investment
Indore
Posted on Aug 28, 2019
225 views
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Wealth E-office maintain huge data in a highly secure manner. This mutual fund software for distributors is robust platform that manages your investment details easily and provides a user friendly reporting methods . Thus makes itself as a perfect platform that delivers transparency and accuracy.
Category:Investment
Indore
Posted on Aug 27, 2019
301 views
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The very important necessity of advisors and clients is to view their portfolio investment value and their respective report. Through our mutual fund software , advisors can provide log-in authority to their client using which they can check their wealth and investment portfolios scenarios and snapshots with all the important reports wrapped in it.
Category:Investment
Indore
Posted on Aug 22, 2019
224 views
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In Wealth E-office, an advisor can place orders on behalf of his clients if his clients are KYC registered and has the authority to transact online. Using Invest online platform in this mutual fund software for distributors, you and your clients can place SIP orders or Lumpsum order quickly. ISIP and XSIP are also supported.
Category:Investment
Indore
Posted on Aug 19, 2019
301 views
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We offer a complete wealth and asset management platform for comprehensive financial planning and respective goal achievement. This mutual fund software for distributors is the only platform that considers your existing investments and assets while making a financial plan .
Category:Investment
Indore
Posted on Aug 17, 2019
236 views
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Wealth e office let an advisor engage more with clients and discover new business opportunities. The Lead generator option of this mutual fund software for distributors generate leads from clients on behalf of IFA, it s all happen automatically. Thus enhance the overall value of your firm and increases sales.
Category:Investment
Indore
Posted on Aug 16, 2019
246 views
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Mandate registration is always a big hassle for advisors.To make it easy use our mutual fund software where registration of mandate is completely online procedure. Account information can be linked with the KYC details and client can then easily invest in mutual funds.
Category:Investment
Indore
Posted on Aug 16, 2019
224 views
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This mutual fund software for IFA is absolutely safe for making financial transactions like SIP purchase , Lumpsum purchase same as like offered by various AMCs. Advisors and investors both can get the Invest online platform for making online transactions .
Category:Investment
Indore
Posted on Aug 14, 2019
209 views
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This mutual fund software for distributors simplify an advisor s existing complex business processes with customizable designs and workflows. Advisors can track transaction status of the investments done by him or his investors . He can check the BSE response and can check whether the transaction has been placed successfully or not .
Category:Investment
Indore
Posted on Aug 13, 2019
307 views
