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Individual Advisors |
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- MF advisors, Insurance agents, CFPs
- Fully integrated Multi Asset Wealth Tracker and Financial planning platform.
- Get your own website with email ids and customer logins.
- Multi Asset: MF, Equity, Insurance, FDs, Bonds, Real Estate, Gold, Personal Items, Loans.
- Backoffice connectors: MF R&T, Equity, Standard Uploads.
- Built in Reports/Alerts/MIS.
- Cloud based Shared Platform with 24/7 IT infrastructure
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