How prospects can be handled using this mutual fund software for IFA ? offer Investment - Financial Planning

How prospects can be handled using this mutual fund software for IFA ?

Investment - Financial Planning

The CRM module allows advisors to manage not only their existing clients but also the entire sales pipeline including prospects handling and lead generation. Prospect handling through our mutual f...

How this mutual fund software offers multi-channel client front end ? offer Business Offers

How this mutual fund software offers multi-channel client front end ?

Business Offers

The client front-end is a model-driven investment recommendation solution that also provides clients with their current wealth snapshot, portfolio performance, and daily market update. Depending on th...

How this mutual fund software for distributors helps in financial advice management ? offer Business Offers

How this mutual fund software for distributors helps in financial advice management ?

Business Offers

Goal-based planning and investment advisory tools like Research desk and Pre-sales calculators and financial planning modules are enabled in this mutual fund software for distributors that assis...

How this mutual fund software for IFA increase interest with new report formats ? offer Business Offers

How this mutual fund software for IFA increase interest with new report formats ?

Business Offers

Advisors and investors can demand reports targeting a particular demographic that is s tag-based and goal-based investment report. They can also demand reports in this mutual fund software for IFA...

How this mutual fund software for distributors provides the highest quality data ? offer Business Offers

How this mutual fund software for distributors provides the highest quality data ?

Business Offers

Our web-based portal collects and unifies portfolio data that accurately and securely manage the highest quality data in a single database of this mutual fund software for distributors. Advisors...

How this mutual fund software offers best-in-class technology coupled with ease of use ? offer Business Offers

How this mutual fund software offers best-in-class technology coupled with ease of use ?

Business Offers

Our solutions are perfectly designed by using best-in-technology coupled with ease of use to fulfill the needs of wealth managers and financial advisors developed specifically in this mutual fund ...

How helpful are the web-based modular designs of this mutual fund software for IFA ? offer Investment - Financial Planning

How helpful are the web-based modular designs of this mutual fund software for IFA ?

Investment - Financial Planning

The web-based modular designs of this mutual fund software for IFA are specifically designed to help advisors with role-based entitlements that allow custom configurations of reporting methods and...

How good is this mutual fund software for distributors in after-sales support? offer Business Offers

How good is this mutual fund software for distributors in after-sales support?

Business Offers

The existing users, advisors and ARN holders can contact our after-sales team of dedicated experts for any support they need. We answer all calls and expect to resolve any query arising while using th...