Will Mutual Fund Software for IFA Offer a Complete Client Portfolio View?
For IFAs managing multiple asset classes, a single platform that brings it all together is essential. With mutual fund software for IFA, you get a 360° view of your client’s financial life, covering mutual funds, equity, insurance, PMS, real estate, and more, backed by smart reporting tools. For more information, visit https://www.redvisiontechnologies.com/