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How is family-wise portfolio maintained within this mutual fund software for distributors?

Advisors can manage the investments of their entire client base and yet can preserve the privacy of individuals accounts by using the CRM feature of this mutual fund software for distributors. The advanced reporting also enables taking out family-wise portfolio of all investors in a very easy and simple way.

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How is family-wise portfolio maintained within this mutual fund software for distributors?

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  1. How is family-wise portfolio maintained within this mutual fund software for distributors? Advisors can manage the investments of their entire client base and yet can preserve the privacy of individuals accounts by using the CRM feature of this mutual fund software for distributors. The advanced reporting also enables taking out family-wise portfolio of all investors in a very easy and simple way. For more information visit @- https://my-eoffice.com/mutual-fund-software.html 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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