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Axis MF IFA Connect

大小:88.51MB语言:EN 类别:财务系统:
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版本:3.0时间:2022-02-03 17:14:00

标签: ECON

软件介绍
Axis MF IFA Connect not only facilitates seamless digital transactions on the go but also serves as an information and analysis platform.

• Get investors closer to you
We bring to you an Investor level dashboard for each of your clients which will help increase your face time with them and thus develop a more fulfilling relationship.
• The GO-TO business dashboard
Access a detailed dashboard which shows portfolio across asset classes, investment statistics, SIP summary etc.
• Uniform seamless empanelment
The empanelment process can be done online in just 3 steps.
• Transact on the go
Go paperless with just a two clicks approval process from your clients.
• Provides real time updates
• Transaction updates appear seamlessly in one place.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully

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