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Can Mutual Fund Software for IFA Help Track Client Activity Better?

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For tracking client activity, Mutual Fund Software for IFA can help you see which clients are active, inactive, or have paused SIPs. It highlights SIP vs lump-sum and monthly activity trends. This data allows IFAs to engage inactive clients and plan personalized investment advice effectively. For more information, visit https://www.redvisiontechnologies.com/ https://www.redvisiontechnologies.com/

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