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Ifa helps - PowerPoint PPT Presentation

Online access to mutual fund software for IFA

This mutual fund software for IFA helps them to understand different types of funds in various manners as it is crucial to persuade investor with a single page PDF of data. Investor wants information from distributor about already acquired portfolios report to understand in which scheme to invest and in which not to.

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How the AUM report of this mutual fund software for IFA helps an advisor ?

Wealth E-office let an advisor tracks business data and so it becomes easier for us to generate various different types of reports for you. The AUM growth report in this mutual fund software for IFA is an example of one such report which can help you track your business (AUM) growth. This report let you compare and see how the business has performed over a period of time.

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Ifa helps - PowerPoint PPT Presentation

Online access to mutual fund software for IFA

How the AUM report of this mutual fund software for IFA helps an advisor ?