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How mutual fund software for IFA helps in retaining existing clients effectively?
from How mutual fund software for IFA helps in retaining existing clients effectively?
by Wealthelite
Indians’ investor wanted to make investment in multiple assets, other than just mutual funds like equity, NPS, insurance, etc. Therefore, it becomes crucial for MFDs to offer multiple assets to their investors as per their preference & needs. Competent mutual fund software for IFA like Wealth Elite is able to provide a single window of all the major asset classes through its multi-Asset feature. For more information, visit https://wealthelite.in/
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