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How this mutual fund software for IFA provides goal-based reminders ?

We provided a dedicated CRM module for alerts and reminders for SIP due, renewal or expiry etc. Along with this feature, clients will also receive goal-based reminders through this mutual fund software for IFA to suggest clients start their SIP that is linked with the goals.

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How this mutual fund software for IFA provides goal-based reminders ?

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  1. How this mutual fund software for IFA provides goal-based reminders ? We provided a dedicated CRM module for alerts and reminders for SIP due, renewal or expiry etc. Along with this feature, clients will also receive goal-based reminders through this mutual fund software for IFA to suggest clients start their SIP that is linked with the goals. 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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