Importance of a held-away report in the top mutual fund software in India?
Businesses / Posted 1 week ago by Mutual Fund Software / 7 views / New
A Heldaway Report provides MFDs with a consolidated view of all client investments that are held away from their ARN. This report in top mutual fund software in India helps MFDs gain an overall understanding of their clients’ financial holdings, and helps MFDs offer more complete services.
- Listing ID: 36399
- Country: USA
- City: Indore, Madhya Pradesh