client portfolios in one place in a mutual fund software for distributors in India
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Description
A mutual fund software for distributors in India has the ability to efficiently manage multiple clients and their investments in one place, through a single dashboard. They just have to enter the name of the client and they can access the live portfolio or wealth report at the dashboard itself.
Map Location
| Category | Services |
|---|---|
| Subcategory | Financial Planners |
| Contact Email | pokah78443@gmail.com |
|---|---|
| Contact Mobile | 9039822000 |
