How Mutual Fund Software for Distributors secures clients documents? - Indore
Monday, 5 July 2021
Item details
City:
Indore, Madhya Pradesh
Offer type:
Offer
Item description
The platform has the facility to secure the documents of clients through e-vault feature which allows distributors to store the e-documents of clients under the Mutual Fund Software for Distributors that makes the work easy. For more information, visit @httpswealthelite.in/
Related ads
The platform has the facility to register multiple clients at a time which saves the time and cost…
The platform is designed in a way to alert advisors about the important event of the clients like…
The investors get attracted with the theme facility added in the Mutual Fund Software for…
The funds are allocated in debt and equity segment as to deliver the maximum results to the clients…
The wealth report is prepared as to show the entire wealth of an investor and the segments in which…
The feature of event calendar is embedded in the platform as to provide the distributors to get the…
The advisors and distributors can easily deal with any number of clients through the Mutual Fund…
The facility of video KYC is available in order to allow instant verification of the new investors…
