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The advisor can share login credentials with the client for self assessment of their own portfolio and to perform constant monitoring which is possible through Mutual fund software for distributors and also secured because the data is available at cloud platform.
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How Mutual fund software for distributors provides access to clients? The advisor can share login credentials with the client for self assessment of their own portfolio and to perform constant monitoring which is possible through Mutual fund software for distributors and also secured because the data is available at cloud platform. For more information, visit @- https://www.redvisiontech.com/ ADDRRESS :- RED Vision 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 VISIT US :- https://www.redvisiontech.com/