SIP installment reminders, pending investment reviews, portfolio cross-sell — ek mutual fund distributor ko apne investors ki poori book manage karne ke liye jo kuch chahiye, wo sab.
Mutual Fund ke liye kya included hai
SIP tracking aur reminders
Pending investment reviews
Portfolio cross-sell
Client KYC
Saath hi har workspace ko milne wala poora CRM, ERP, inventory, WhatsApp automation aur AI agent core. Pricing dekhein