How much this Mutual Fund software for IFA is helpful to manage the client’s data ? (
For an advisor, management of his client’s data is more important than anything else. This Mutual Fund Software for IFA consist of highly integrated solutions which will help you to manage your client’s data. The CRM section of this software is efficient enough to handle the client’s data like their basic details, their KYC and Fatca status and also provide option to provide login authorities to clients.For more information visit @-