Will Mutual Fund Software Allow SIP Cancellation?
If your software is BSE-integrated like Wealth Elite, SIP cancellation becomes a quick digital process.
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.
If your software is BSE-integrated like Wealth Elite, SIP cancellation becomes a quick digital process.
Having access to held-away portfolios through the top mutual fund software in India like Wealth Elite offers multiple advantages to MFDs