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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
…
Wealth E-office developed a unique wealth management platform which helps you to manage and unify portfolio data accurately and securely. The highest data quality of this mutual fund software for distributors incorporates easy reporting and helps advisers to strengthen relationship with investors.
Category:Investment
Indore
Posted on Jul 20, 2019
202 views
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This mutual fund software offers faster processing and extraction of data from multiple documents with high various exporting methods like excel and PDF export thus efficiently smooths your business processes and increases productivity.
Category:Investment
Indore
Posted on Jul 20, 2019
165 views
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In this mutual fund software for distributors an adviser can tag all the investments in one single place. This software is also equipped with a multi assets like FD, Bonds, Real Estate , Equity and commodity all managed beautifully under a single platform in a visually and easy-to-navigate dashboard.
Category:Investment
Indore
Posted on Jul 19, 2019
220 views
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Wealth E office has a robust reporting platform which will give you a power of knowledge and developed tools that maintains your overall portfolio valuation. This mutual fund software provides real time monitoring of the invested funds return and tracks performance of the fund.
Category:Investment
Indore
Posted on Jul 18, 2019
236 views
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Usually investors make most investment without a proper goal. Each investment should have plan. Considering this need we created a Goal GPS module in this mutual fund software . This will help investors to create goals and map their existing investments into it. Our Goal planning tool will let you if you are on track to reach your investment goals.
Category:Investment
Indore
Posted on Jul 18, 2019
180 views
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The user can also check the transaction done by him through his own login account. This feature is provided to the investors in this mutual fund software for IFA using which they can check their asset positions online at any given time and can process multilevel transactions.
Category:Investment
Indore
Posted on Jul 17, 2019
163 views
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We helps advisers to set their business up for growth and develop them as a brand. Our mutual fund software for distributors is a cutting edge platform which will help you to attract more clients, save time, grow your revenues, and differentiate your advisory firm in the market.
Category:Investment
Indore
Posted on Jul 16, 2019
268 views
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Redvision provide complete wealth management solutions for advisers and for distributors . Our mutual fund software for distributors is designed to save your time and give you options so you can focus on your clients. Our reporting and investment analysis are designed to meet your business needs.
Category:Investment
Indore
Posted on Jul 15, 2019
163 views
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Convenience and flexibility are two important factors which needs to be consider while purchasing a mutual fund software for IFA . Our web-based modular design with role based reporting and analytics allows easy configurations to support the preferences given by adviser.
Category:Investment
Indore
Posted on Jul 13, 2019
180 views
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Wealth E-office provides expert analysis on performance of all MF schemes, so that you can advise the best scheme to your customers. You can advise schemes based on their risk profile and needs. This Mutual Fund Software for IFA has a host of fund performance analytics which will assist you in picking the right scheme for your customer.
Category:Investment
Indore
Posted on Jul 12, 2019
169 views
