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How advisor can upload investment documents inside this mutual fund software for IFA ?

Distributors can upload investment documents and can store them in one secure, cloud-based system of this mutual fund software for IFA for easy access anytime and any where.Advisors can also upload investor reports, financials and other important back-office paperwork and can also upload other asset data manually.

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How advisor can upload investment documents inside this mutual fund software for IFA ?

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  1. How advisor can upload investment documents inside this mutual fund software for IFA ? Distributors can upload investment documents and can store them in one secure, cloud-based system of this mutual fund software for IFA for easy access anytime and any where. Advisors can also upload investor reports, financials and other important back-office paperwork and can also upload other asset data manually. For more information visit @- https://www.redvisiontech.com/ Address- REDVision Computer Technologies Pvt. Ltd.,Saket Square,Indore, MP - 452001 An ISO 9001:2008 Certified Company 401 A Wing, Twin Star Building, Saket Square,Indore, MP - 452001 Call(Sales): 0731- 4026004, 9301970707, +91-9827899022 Email: query@redvisiontech.com

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