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Posted on August 20, 2024 at 4:09am 0 Comments 0 Likes
Client onboarding becomes more efficient with the use of mutual fund software for IFA, which offers digital forms and e-KYC. This streamlines the process, reducing the time required to bring new clients on board, all while reducing manual paperwork for both MFDs and investors. For more details, visit https://wealthelite.in/
Posted on August 12, 2024 at 7:49am 0 Comments 0 Likes
Mutual Fund Distributors (MFDs) can help their clients invest in NFOs with mutual fund software in India. They can facilitate online investment in NFOs by completing their KYC, understanding their client needs, facilitating analysis, and online transactions. For more information, visit https://wealthelite.in/
Posted on August 6, 2024 at 9:58am 0 Comments 0 Likes
Yes, you can track the status of each client's KYC in a clear and organized manner with mutual fund software for distributors. MFDs can check the status based on filters like KYC OK, KYC Validated and Verified, and KYC Not Verified clients. For more information, visit https://wealthelite.in/
Posted on August 3, 2024 at 8:22am 0 Comments 0 Likes
With mutual fund software for IFA, MFDs can offer both IPO & equity investing on a single platform. They can do the onboarding, create demat accounts, help their investors invest in the IPOs and stocks, and get more shares of their wallets.For more information, visit https://wealthelite.in/
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