Fundexpert is a new age multi asset wealth management platform. We our empowering financial intermediates by giving them digital identity It is India's most advanced IFA platform which is also used by leading bank and many financial institutions. IFAs are most welcome to use our easy to use platform and grow their business. Key Features : - Paperless onboarding of clients - Online transaction platform integrated with BSE StarMF/ NSE MF/MFU - Consolidated portfolio reports - Multi asset portfolio management - Business Dashboard and Financial calculators - Goal tracking - Video KYC - CAS/NSDL/CDSL upload to bring clients existing MF portfolio across all ARNs and RIAs. - Regular RTA sync up - Direct Plan Online Redemption Facility Assets : - P2P investments - Insurance - Gold Bonds - Capital Gain Bonds - RBI Bonds - NPS - Stocks ( buy/sell) Services : - ITR filing - Electronic Will - IPO Application - Open Demat Account - Loan Against Mutual Funds - Smallcase Subscription and Monitoring - CRM Service More Details: http://fundexpertfintech.com/freedom.php
