1 / 1

How does Mutual fund software for distributors provides access to clients

The advisor can share login credentials with the client for self-assessment of their own portfolio and to perform constant monitoring which is possible through Mutual fund software for distributors and also secured because the data is available on a cloud platform. For more information, visit https://www.redvisionglobal.com/about.php

RedVisiontech
Download Presentation

How does Mutual fund software for distributors provides access to clients

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How does Mutual fund software for How does Mutual fund software for distributors provides access to clients? distributors provides access to clients? The advisor can share login credentials with the client for self- assessment of their own portfolio and to perform constant monitoring which is possible through Mutual fund software for distributors and also secured because the data is available on a cloud platform.For more information, visit https://www.redvisionglobal.com/about.php Address- 201, 45 Hare Krishna Vihar, Behind Advance Academy School, Nipania, Indore, 452010 MP mobile-9039822000 Facebook, Twitter, Linkedin, Instagram, Youtube

More Related