How is client merging done in this mutual fund software ?

30/09/2019 Financial & Legal Services

Price: Free


Our platform is equipped with easy client merging technique wherein advisor can easily merge client by creating groups in this mutual fund software for distributors and adding multiple client under one family head. Advisors will also get a user manual including all the merging rules that will help advisor for this process. For more information visit @-

More Details

Total Views:10
Reference Id:#1343858
Phone Number:8889911223
Website URL:Click To Visit
Current Rating: /5 0 Vote


Copyright © 2020 |   All Rights Reserved | |   24x7 support |   Email us : info[at]