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Is there any mutual fund software
for IFA which provides client
onboarding feature?
Yes, there is mutual fund software for IFA that provide client
onboarding features. These features allow IFAs to onboard
clients more efficiently, reducing paperwork and streamlining
the process. The software includes Wealth Elite, Redvision
technologies, and Mutual Fund Software. For more information,
visit @-https://www.redvisiontech.com/
Address: - 101, 45 Hare Krishna Vihar,
Behind Advance Academy School,
Nipania, Indore, 452010 MP
Mobile: - +919039822000

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Is there any mutual fund software for IFA which provides client onboarding feature.pdf

  • 1. Facebook, You Tube, Instagram, Email, Twitter Is there any mutual fund software for IFA which provides client onboarding feature? Yes, there is mutual fund software for IFA that provide client onboarding features. These features allow IFAs to onboard clients more efficiently, reducing paperwork and streamlining the process. The software includes Wealth Elite, Redvision technologies, and Mutual Fund Software. For more information, visit @-https://www.redvisiontech.com/ Address: - 101, 45 Hare Krishna Vihar, Behind Advance Academy School, Nipania, Indore, 452010 MP Mobile: - +919039822000