1 / 1

How this mutual fund software for distributors informs advisors about AUM ?

Along with handling a huge clientele , advisors also need to keep an eye on the AUM of their firm, so that they can easily analyze the growth of their firm as well as identify the areas where improvement is needed. This use case is perfectly managed by the AUM report present in our mutual fund software for distributors through which advisors can bring more transparency in their business.

vally
Download Presentation

How this mutual fund software for distributors informs advisors about AUM ?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. How this mutual fund software for distributors informs advisors about AUM ? Along with handling a huge clientele , advisors also need to keep an eye on the AUM of their firm, so that they can easily analyze the growth of their firm as well as identify the areas where improvement is needed. This use case is perfectly managed by the AUM report present in our mutual fund software for distributors through which advisors can bring more transparency in their business. 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

More Related