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We build up some useful tools that helps an advisors for income calculation and various goal based calculations needed for retirement planning , marriage planning etc. Crucial analysis and calculations can be easily done with the help of this mutual ...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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1
The robo advisory solutions enables advisors to quickly onboard client with BSE star platform linked and integrated with this mutual fund software. Just after onboarding the clients , they will be able to transact online by their own in any of exchan...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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1
Live informations like data updation ,NAV upload is very much necessary for advisors. This mutual fund software for IFA assists in users to get live information with regards to mutual fund schemes , new NFOs and enables them to get latest NAV. For mo...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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1
We focus on providing each and every update to distributors regarding the market conditions.Any declarations, amendments and circulars from SEBI and from AMCs are updated quickly in this mutual fund software ,so that an advisor can never face any dis...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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1
It is most important that a software vendor must provide same support after subscription also. We automatically upgrade the existing software to newer versions and apply feature enhancements as they are released. We provide proper training and suppor...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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1
Wealth E-office maintain huge data in a highly secure manner. This mutual fund software for distributors is robust platform that manages your investment details easily and provides a user friendly reporting methods . Thus makes itself as a perfect pl...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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1
The very important necessity of advisors and clients is to view their portfolio investment value and their respective report. Through our mutual fund software , advisors can provide log-in authority to their client using which they can check their we...
Indore, Madhya Pradesh  Business Services
Free 11 months ago
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1
Scheduling alerts for clients is an important task for an advisor . Through the alert facility available in this mutual fund software for IFA, wealth managers and advisors can easily communicate with their clients .They can send Alerts either through...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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This software is a central repository which stores all the transactional ,operational and calculable data.This mutual fund software for IFA acts as a perfect one stop place wherein and advisor can place all the valuable data records and calculations ...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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1
In Wealth E-office, an advisor can place orders on behalf of his clients if his clients are KYC registered and has the authority to transact online. Using Invest online platform in this mutual fund software for distributors, you and your clients can ...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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1
We offer a complete wealth and asset management platform for comprehensive financial planning and respective goal achievement. This mutual fund software for distributors is the only platform that considers your existing investments and assets while m...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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1
Wealth E-office let an advisor engage more with clients and discover new business opportunities. The Lead generator option of this mutual fund software for distributors generate leads from clients on behalf of IFA, it's all happen automatically. Thus...
Indore, Madhya Pradesh  Financial & Legal Services
Free 11 months ago
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