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Maintain mutual fund data - PowerPoint PPT Presentation

Advisor insight maintain mutual fund AUM with CRM

Advisor insight - to track important sales and marketing opportunities, with your genuine RMu2019S the ready to use CRM there in this mutual fund software for IFA. You have no need to maintain mutual fund data at separate place and itu2019s CRM on different place it is club together here, where you may see Advisors insight and can check their leads which generated.

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Maintain mutual fund data - PowerPoint PPT Presentation

Advisor insight maintain mutual fund AUM with CRM