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Portfolio reports - PowerPoint PPT Presentation


User Pays User Committee 14th September 2009

User Pays User Committee 14th September 2009

User Pays User Committee 14th September 2009. 1. Agenda. Minutes & Actions from previous meeting Agency Charging Statement Update Change Management Change Proposal Update LSO / DLSO Form Modification Update Mod 224 Update Operational Updates AOB. Agency Charging Statement.

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365 views • 24 slides



Operational Update

Operational Update

Operational Update. Telephone Service Line. IAD Service Line. Email Report Service Line. Portfolio Reports. AQ Enquiries. IAD Account Transaction Volumes. IAD Account – Deletion volumes.

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158 views • 8 slides


Merits of mutual fund software for ifa?

Merits of mutual fund software for ifa?

The best part for advisor is that they can customize and view the real-time portfolio reports for clients. Business dashboard to monitor the business growth with top end client engagement tools. Mutual fund software for ifau2019s creates an opportunity to create business smarty and precisely in Indian markets.

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36 views • 1 slides


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