How does the top mutual fund software for IFA generate leads?

Redvision Technologies24 Jul, 2024Finance

As a mutual fund distributor, one of your core skills is sales - you need a constant source of leads to convert them into clients. However, you can't physically find clients and pitch your ideas to them. This is where the mutual fund software for IFA comes in handy. The top fund tracking software comes equipped with a powerful lead generation module. This module allows your clients to provide the names and contact information of their relatives or friends who may be interested in investing in mutual funds.