The advisors plan for clients portfolio based on risk analysis and investment potential that enables to form an investment blue print for the client. The Mutual fund software generates a road map to be followed by advisor for accomplishing client’s objective. For more information, visit @- https://www.mutualfundsoftware.in/
We are client centered Fin-Tech Company dedicated to provide complete solutions through our advance Mutual Fund Software for Distributors including multiple features like Video KYC, White Labeling, Portfolio Rebalancing, Wealth Report, Multiple Assets Management and much more.
Wednesday 29 July 2020
How Mutual fund software provides a platform to advisors for systematic planning?
The advisors plan for clients portfolio based on risk analysis and investment potential that enables to form an investment blue print for the client. The Mutual fund software generates a road map to be followed by advisor for accomplishing client’s objective. For more information, visit @- https://www.mutualfundsoftware.in/
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment