'Upload investor reports' diaporamas de présentation

How advisor can upload investment documents inside this mutual fund software for IFA ?

Distributors can upload investment documents and can store them in one secure, cloud-based system of this mutual fund software for IFA for easy access anytime and any where.Advisors can also upload investor reports, financials and other important back-office paperwork and can also upload other asset data manually.

13 views • 1 slides