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My clients are happy and my costs have reducedAleshi Thippeswamy, Bangalore

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Key Take-Aways
  • Platform reduces your workload and time spent on sending customer statements. Mobile app also increases clients satisfaction.

  • Integration with NSE and BSE makes it easier for advisors to transact.

  • Advisors need to be willing to spend on infrastructure as the scenarios have changed and need to think long term.

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Prathamesh Kalpatil ARN NO :144954 Mumbai, 09 Aug 2018

Yes Statement Generation App Is Best Service To Adviser

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