'Add alerts' presentation slideshows

468 views • 31 slides

Where you can manage your current and prospective clients in this Mutual Fund Software ?

Wealth e Office is equipped with a powerful Client Relationship Management system designed for advisors. You add useful details and data through Client Master, add alerts and reminders and also can greet your customers. Through Lead Management feature in this Mutual Fund Software help you to maintain the details of all the prospective clients.

12 views • 1 slides

How easily you can work with team across portfolios with this mutual Fund Software ?

With this mutual fund software , you can define and add teams/employees in the CRM section of Wealth e Office. You and your employees can also add alerts and reminders , save specials dates like birthday and anniversary to greet your clients .All this factors create enthusiasm between your clients and employees to work with your firm.

19 views • 1 slides