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How can an advisor maintains client’s profile in this mutual fund software ?

This mutual fund software maintains your clientu2019s profile like his personal details , KYC details, FATCA details, investment mandate information with account related information like clients code , BSE member ID etc.

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How can an advisor maintains client’s profile in this mutual fund software ?

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  1. How can an advisor maintains client’s profile in this mutual fund software ? This mutual fund softwaremaintains your client’s profile like his personal details , KYC details, FATCA details, investment mandate information with account related information like clients code , BSE member ID etc. For more https://www.mutualfundsoftware.in/ information visit @- Address- Mutual Fund Software 304 A Wing, Twin Star Building, Saket Square, Indore, MP - 452001 8889911223

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