Advisor-Investify Plus

Features Advisor-Investify Plus

tool to empower the IFAs and Wealth Managers on the go.
This app is an add-on available to Investify Plus cloud subscription users.With this app, you can:• Get up-to-date statistics of your business on the go• Access diverse views of your customer’s investment portfolio• Transact online for mutual funds (fully integrated with BSE Star MF / NSE NMF II platforms)• View birthdays of your customers and send personalized greetings from an extensive gallery of designs• Send instant push notifications to your customers who are using your mobile app (Investify Plus)• Receive service requests from customers• View Portfolio events such as SIPs due, FMPs maturing, Premiums due, etc.• Update customer master information• Send portfolio reports by e-mail to your customers• .
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and moreWith Advisor-Investify Plus App you can now be in greater control of your business even while you are away from your office – for business or for leisure.
Download this app now and say goodbye to your business worries!!