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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 competitive edge of this mutual fund software for IFA is emerged from a unique combination of best client relationship as well as innovative approach towards portfolio management. Depending on the needs of advisors we deliver the best possible solutions.
Category:Investment
Indore
Posted on Aug 13, 2019
275 views
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Wealth E-office assist for comprehensive analysis ranging from a simple investment growth chart to the more complex investment strategies and portfolios. This can be done through one of the various Research tools and calculators available in this mutual fund software for IFA .
Category:Investment
Indore
Posted on Aug 10, 2019
202 views
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Wealth E-office streamline an advisor s wealth management processes with the right balance between comprehensive analysis and easy reporting. This mutual fund software for distributors save time and money with a one stop portfolio management solution. This optimizes advisor s workflows making giving the advantage of adding and merging multiple clients.
Category:Investment
Indore
Posted on Aug 08, 2019
164 views
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An advisor can place as many transactions as he wants in this mutual fund software for distributors .There is no limit of transactions you or your investors can place from our Invest Online platform. After placing orders an advisor can track the status of the transactions done.
Category:Investment
Indore
Posted on Aug 08, 2019
196 views
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An advisor can create model portfolios as simple or complex as per the risk profiling of investors. This mutual fund software for distributors cover the full range of investment assets, including mutual funds, stocks, commodities, Real Estate. Also helps in creating financial goals for client and builds trust amongst them.
Category:Investment
Indore
Posted on Aug 07, 2019
194 views
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We provide a cutting-edge financial-technology to access new financial markets with our wealth management platform. With the use of this mutual fund software for IFA an advisor can position his business for future growth by targeting be a brand reputed firm.
Category:Investment
Indore
Posted on Aug 06, 2019
188 views
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An advisor and his team will continue to regularly understand their investor need and thereafter can provide exclusive investment opportunities in various assets . This mutual fund software for IFA will help an advisor to check out the risk profile and deliver right advise.
Category:Investment
Indore
Posted on Aug 05, 2019
238 views
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Mutual fund software for IFA which assist an advisor at the time of income tax filing. We provide powerful report called as Tax package report consisting of all the necessary portfolio reporting required for Income tax filing process.
Category:Investment
Indore
Posted on Aug 02, 2019
186 views
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Advisors will be able to spend more time for what really matters that is their clients with the help of this mutual fund software for distributors . Wealth E office let an advisor forget about manual data crunching in excess spreadsheets, he can enjoy the benefits of automated reporting , portfolio management and handle the back office tasks with an ease.
Category:Investment
Indore
Posted on Aug 02, 2019
195 views
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Wealth E-office provides an advisor a personalized dashboard that keeps them up to date an overview of alerts, notifications and recent activities. This mutual fund software has an interactive dashboard with the necessary details shown in a single window so as the advisor can quickly get a brief overview of all the investment details.
Category:Investment
Indore
Posted on Aug 01, 2019
191 views
