Can Mutual Fund Software for IFA help track client activity better? | |
For tracking client activity, Mutual Fund Software for IFA can help you see which clients are active, inactive, or have paused SIPs. It highlights SIP vs lump-sum and monthly activity trends. This data allows IFAs to engage inactive clients and plan personalized investment advice effectively. For more information, visit https://www.redvisiontechnologies.com/ | |
| Related Link: Click here to visit item owner's website (0 hit) | |
| Target State: All States Target City : Indore Last Update : Oct 13, 2025 9:15 AM Number of Views: 40 | Item Owner : REDVision Technologies Contact Email: Contact Phone: 09039822000 |
| Friendly reminder: Click here to read some tips. | |