Work with team across portfolios with MF software

Work with team across portfolios with MF software

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Posted by: Red vision (Business) 25 June 2019

With this mutual fund software , you can define and add teams/employees in the CRM section of Wealth e Office. You and your employees can also add alerts and reminders , save specials dates like birthday and anniversary to greet your clients .All this factors create enthusiasm between your clients and employees to work with your firm.For more information visit @-https://www.redvisiontech.com/

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