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This Mutual Fund Software for distributors is equipped with a solution to create accurate and real-time data value across all your clients and firms. ...

Finance & Legal, Indore

13/06/2019
How much this Mutual Fund software for IFA is helpful to manage the client’s data ?

For an advisor, management of his client’s data is more important than anything else. This Mutual Fund Software for IFA consist of highly integrated s...

Finance & Legal, Indore

12/06/2019
Where we can get Corporate action feature in this Mutual fund Software ?

With this Mutual Fund software for IFA, you can add the Equity corporate action details.This feature is available in the Equity section of Wealth e Of...

Finance & Legal, Indore

11/06/2019
How quick client onboarding is possible with this Mutual Fund software for IFA ?

Before having investment in mutual fund there is a need to on-board the client.There is no need to do manual work. With this facility provided in our ...

Finance & Legal, Indore

11/06/2019
What are features of CRM in this Mutual Fund Software for Distributors ?

Our CRM module is highly customized module for client management. Some of the various features of CRM section is that you can easily maintain your cli...

Finance & Legal, Indore

10/06/2019
How is the instant access from our Handset made possible with this Mutual Fund Software ?

Now the world seems to be in hand all because of the smart phones. All are more enthusiast how they can utilize and reduce their time by handling impo...

Business services, Indore

10/06/2019
What type of Financial tools are available in this Mutual Fund software for distributors ?

Wealth E office is equipped with interactive Financial tools like retirement planning, car planning, house planning , goal planning etc. which will he...

Finance & Legal, Indore

04/06/2019
How to set up Robo Advisory solution with Redvision Mutual Fund software provider ?

We provide a comprehensive solutions so that our robo-advice clients can focus on their business ideas, select advisable model portfolio and map the c...

Business services, Indore

04/06/2019
How this Mutual Fund software is different and trustworthy from the other softwares ?

Wealth E office is a multi asset, transaction-based Portfolio Management solution for wealth. This Mutual Fund software is most innovative in the worl...

Finance & Legal, Indore

03/06/2019
How is this Mutual Fund software for distributors is helpful to streamline reporting ?

The main focus of wealth management firms today is to fulfill the investors need or provide simplicity, able to meet their financial goals and consoli...

Finance & Legal, Indore

03/06/2019
How this Mutual Fund software is helpful in retaining your client ?

Providing online experience to your client is not so feasible as many of the investors of all ages are using mobile apps to access their financial inf...

Finance & Legal, Indore

01/06/2019
Is PDF export facility is available in this Mutual Fund software for IFA ?

Wealth E office provides an easy exporting methods. This Mutual Fund software for IFA strengthens your firm’s relationship with your clients with the ...

Finance & Legal, Indore

31/05/2019
How this Mutual Fund software for IFA is good at integration and accessibility?

This Mutual Fund software for IFA is useful in handling client request with much greater accuracy & efficiency . Through Wealth E office CRM ,you can ...

Finance & Legal, Indore

30/05/2019
How will get a handle on client’s investment with help of this Mutual Fund software ?

This Mutual Fund software monitors all your investment accounts with the convenience of a single view in Report section. You can track all assets like...

Finance & Legal, Indore

29/05/2019
Where we can find automated, proactive alerts in this Mutual Fund software?

Stay on top of your clients’ planning needs and build trust through proactive planning. All this can be achieved using Alerts Management report presen...

Finance & Legal, Indore

29/05/2019
Where we can perform Research and Analysis using this Mutual Fund software for IFA?

We have offered a sophisticated solution with a user-friendly fund selection process. Compare fund feature of this Mutual Fund software for IFA allows...

Finance & Legal, Indore

28/05/2019
How this Mutual Fund software for distributors helps advisors for complete analysis ?

This Mutual Fund software for distributors make complete analysis considering preferences and exercise values. You can export the analysis table to ex...

Finance & Legal, Indore

28/05/2019
How this Mutual Fund software for IFA is beneficial for gaining the tax package report ?

This Mutual Fund software for IFA provides an integrated solution for inbuilt report called “tax package report” . This will help your investors to tr...

Finance & Legal, Indore

27/05/2019
Why to depend on this Mutual Fund software for representing multiple assets?

Today all are having the knowledge of capital markets like equities, commodity,FD/Bond , life insurances and also looking forward to invest in real es...

Finance & Legal, Indore

25/05/2019
How will this Mutual Fund software helps us generate a quick financial plan in a easy way ?

Financial planning reoprt is an outcome of the lower expense ratio for generating a goal within a couple of minutes. With the integration of this Fina...

Finance & Legal, Indore

24/05/2019
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