How does the document vault work in a mutual fund software?
Wealth_elite10 May, 2024Finance
The document vault in mutual fund software is a feature that helps advisors store documents of their clients that are secured with a password. This helps them to perform instant transactions with the permission of clients. They don't need to wait for any documents. Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research.
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