How Mutual Fund Software in India helps in the business of advisor?Posted by REDVision Global Technologies on October 4th, 2022 The vivid features availability and easy operations attract the advisors and also facilitates to serve clients in every aspect of investment. The Mutual Funds Software in India helps to satisfy the needs of the clients. REDVision Global Technologies Pvt. Ltd. is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research. The services can be extended to the ROBO-ADVISOR solution which can automate a big part of advisory services like Paperless Video KYC based onboarding, Model portfolio-based investment & Goal-Based Tracking. Like it? Share it! More by this author |