Wednesday 21 August 2019

How does the financial planning in this mutual fund software comprises of goal tracking as well ?




We have designed a robust financial planning tool which comprises of mapping and tracking of the client’s goal . Through this interactive feature available in our mutual fund software , both the advisors and clients can create a financial plan and can link it with their existing goals. For more information visit @- https://www.mutualfundsoftware.in/

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