How can you invite your prospective clients from the best mutual fund software?
Wealth_elite20 Oct, 2023Business
You can invite your prospective clients from the best mutual fund software for investment by uploading a .xls file to the software. Keep in mind that the file should follow a particular template. You can see the sample template in the software. Yes, an MFD can share top-performing funds with mutual fund software for distributors with its investors by downloading the list in an Excel file and sharing this file with their investors which creates trust and improve satisfaction.
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