How this mutual fund software for IFA uses a single entity to access data of all clients?

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How this mutual fund software for IFA uses a single entity to access data of all clients?

Description:

Customer Relationship Management provides advisors and distributors with a simple and easiest solution to manage complex customer relationships. CRM module of this mutual fund software for IFA uses a single entity and client database that allows keeping the information up to date and helps advisors to keep track of the task deadlines and upcoming events. For more information visit @- https://www.redvisiontech.com/

General details:

Sold by: vally (0 / # 0) Grade vally
Email: vallysu123@gmail.com

Ad Details

Ad id: 392313
Ad views:109
Ad expires: 2019.11.15 (in 2 days)
Added: 2019.10.16
Current rating (after 0 votes) Grade




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