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How this mutual fund software for IFA provides goal-based reminders ?

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Red Vision
How this mutual fund software for IFA provides goal-based reminders ?

We provided a dedicated CRM module for alerts and reminders for SIP due, renewal or expiry etc. Along with this feature, clients will also receive goal-based reminders through this mutual fund software for IFA to suggest clients start their SIP that is linked with the goals. For more information visit @- https://www.redvisiontech.com/

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