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How advisors can customize user access to this mutual fund software for IFA?

The advisors have the authority to provide user access to clients through which users are given edit and view privileges that allows gives the ability to control who is editing data in the portfolio system of this mutual fund software for IFA. The advisor, sub-broker and client privileges can be easily provided to elevate access to some features.

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How advisors can customize user access to this mutual fund software for IFA?

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  1. How advisors can customize user access to this mutual fund software for IFA? The advisors have the authority to provide user access to clients through which users are given edit and view privileges that allows gives the ability to control who is editing data in the portfolio system of this mutual fund software for IFA. The advisor, sub-broker and client privileges can be easily provided to elevate access to some features. For https://www.redvisiontech.com/ more information visit @- 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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