Can you create client login with mutual fund software for IFA?
Redvision Technologies31 Jul, 2024Finance
Yes, you can create a client login with mutual fund software for IFA. MFDs can create client login, update login in terms of password, mobile number, email address, and they can also delete login of any client, employee, or family head through the software. Yes, MFDs get video tutorials to run mutual fund software for IFA. Like any other software, understanding how to use it effectively can be challenging. These videos provide step-by-step guidance, making it simpler for MFDs to get the most out of it.
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