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What more services your company provide to the financial advisor

What more services your company provide to the financial advisor?

Oct 13, 2016 by Manish, Sonipat  |   Financial Advisory

We make website for financial advisors which has features like, tools & calculators, mutual fund research, News etc. and client portfolio tracker.

The tracker can be used by your respective clients to have a single view of their mutual fund holdings across all AMCs including the schemes which they have not bought from you but want these to be managed by you.

The entire website is backed by a strong admin dashboard which takes care of your entire business needs.

In a nutshell, we can provide end-to-end technology solution to you.

Do write to us @ pradip@advisorkhoj.com if you need further details. Thanks.

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