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How this mutual fund software for IFA helps to view consolidated family investments?

Advisors can view the consolidated family investments through the selection of family-wise filters available in the reporting of this mutual fund software for IFA. Member-wise selection of family portfolios is also provided so that investors can get full coverage of their past investments.

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How this mutual fund software for IFA helps to view consolidated family investments?

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  1. How this mutual fund software for IFA helps to view consolidated family investments? Advisors can view the consolidated family investments through the selection of family-wise filters available in the reporting of this mutual fund software for IFA . Member-wise selection of family portfolios is also provided so that investors can get full coverage of their past investments. 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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