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How does the financial planning in this mutual fund software comprises of goal tracking as well ?

We have designed a robust financial planning tool which comprises of mapping and tracking of the clientu2019s goal . Through this interactive feature available in our mutual fund software, both the advisors and clients can create a financial plan and can link it with their existing goals.

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How does the financial planning in this mutual fund software comprises of goal tracking as well ?

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  1. How is it possible for advisors to schedule alerts in this mutual fund software for IFA ? Scheduling alerts for clients is an important task for an advisor . Through the alert facility available in this mutual fund software for IFA , wealth managers and advisors can easily communicate with their clients .They can send Alerts either through SMS or Email by monthly, weekly, quarterly etc. For more information visit @- https://www.redvisiontech.com/ Address- REDVision Computer Technologies Pvt. Ltd.,Saket Square,Indore, MP - 452001 An ISO 9001:2008 Certified Company 401 A Wing, Twin Star Building, Saket Square,Indore, MP - 452001 Call(Sales): 0731- 4026004, 9301970707, +91-9827899022 Email: query@redvisiontech.com

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