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How is it possible for advisors to schedule alerts in this mutual fund software for IFA ?

Scheduling alerts for clients is an important task for an advisor . Through the alert facility available in this mutual fund software for IFA, wealth ...

Finance & Legal, Indore

8 hr. ago
How this mutual fund software for distributors supports BSE Star MF platform ?

The BSE Star MF and NSE NMF II API's are integrated with this mutual fund software for distributors. Advisors can easily register and onboard their cl...

Finance & Legal, Indore

20/08/2019
How this mutual fund software for IFA acts as a central repository for  investment data ?

This software is a central repository which stores all the transactional ,operational and calculable data.This mutual fund software for IFA acts as a ...

Finance & Legal, Indore

20/08/2019
What kind of transactions can be done from this mutual fund software for distributors ?

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. U...

Finance & Legal, Indore

19/08/2019
What differentiates this mutual fund software for distributors from others ?

We offer a complete wealth and asset management platform for comprehensive financial planning and respective goal achievement. This mutual fund softwa...

Finance & Legal, Indore

17/08/2019
How this mutual fund software for distributors increases an advisor’s sales ?

Wealth E-office let an advisor engage more with clients and discover new business opportunities. The Lead generator option of this mutual fund softwar...

Finance & Legal, Indore

16/08/2019
How easily an advisor can register mandate with this mutual fund software ?

Mandate registration is always a big hassle for advisors.To make it easy use our mutual fund software where registration of mandate is completely onli...

Finance & Legal, Indore

16/08/2019
How safe it is to invest online with this mutual fund software for IFA ?

This mutual fund software for IFA is absolutely safe for making financial transactions like SIP purchase , Lumpsum purchase same as like offered by va...

Finance & Legal, Indore

14/08/2019
How this mutual fund software for distributors automates the review process ?

This mutual fund software for distributors simplify an advisor’s existing complex business processes with customizable designs and workflows. Advisors...

Finance & Legal, Indore

13/08/2019
How this mutual fund software for IFA delivers multichannel view to clients ?

The competitive edge of this mutual fund software for IFA is emerged from a unique combination of best client relationship as well as innovative appro...

Finance & Legal, Indore

13/08/2019
How this mutual fund software for IFA provides value added services ?

Wealth E-office assist for comprehensive analysis ranging from a simple investment growth chart to the more complex investment strategies and portfoli...

Finance & Legal, Indore

10/08/2019
How many transactions one can place with this mutual fund software for Distributors ?

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 inv...

Finance & Legal, Indore

08/08/2019
How this mutual fund software for distributors effectively meet the clients need ?

An advisor can create model portfolios as simple or complex as per the risk profiling of investors. This mutual fund software for distributors cover t...

Finance & Legal, Indore

07/08/2019
How this mutual fund software helps to enhance client’s experience ?

With Wealth E-office an advisor can choose from a totally useful digital solution to full advisory financial service. This mutual fund software for IF...

Finance & Legal, Indore

06/08/2019
How can an advisor expand into new market with this mutual fund software for IFA ?

We provide a cutting-edge financial-technology to penetrate new financial markets with our wealth management platform. With the use of this mutual fun...

Finance & Legal, Indore

06/08/2019
How can provide exclusive Investment Opportunities to investors with this mutual fund software ?

With Wealth E-office , an advisor and his team will continue to regularly understand their investor’s need and thereafter can provide exclusive invest...

Finance & Legal, Indore

05/08/2019
How this mutual fund software works on the mission for advisor’s empowerment ?

With the growing participation in mutual fund and wealth management industry, it is increasingly important that an advisor must have better and system...

Finance & Legal, Indore

05/08/2019
How can an advisor recommend fund with the help of tools provided in this mutual fund software ?

In this world of financial era , peoples are looking for an advisor who can deliver quality advises regarding investments to be done. This mutual fund...

Finance & Legal, Indore

03/08/2019
What kind of help this mutual fund software for IFA will provide at the time of Income Tax filing ?

Wealth E-office is one of the mutual fund software for IFA which assist an advisor at the time of income tax filing. We provide powerful report called...

Finance & Legal, Indore

02/08/2019
How can an advisor deal with workflows using this mutual fund software for distributors ?

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. ...

Finance & Legal, Indore

02/08/2019
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