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ROOT Progress Report

649 views • 45 slides

How we help you strengthen advisory business?

With the unique features available in the software like reporting structures of your total AUM for clients have multiple functional options to generate it for your capitalist. With this mutual fund software you may have AUM report for consolidated folio mode or split mode.

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19 views • 1 slides

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Split mode - PowerPoint PPT Presentation

ROOT Progress Report

How we help you strengthen advisory business?