To subscribe to our emailers, all you have to do is fill in these basic details
and click the Submit button. You will start receiving regular mails from Wealth
Forum updating you on fresh content on our site.
Clients usage of mobile is high and a mobile app allows clients to check all their information in one place. As information is freely flowing, this increases transparency, recall and trust.
With the platform, MIS and reporting becomes easier and this gives advisors time to meet clients and engage with them. When transactions become huge, adopting a platform makes sense.
Onboarding of clients also becomes easier and it is easier for advisors to know which part of client engagement they need to focus on.
Advisors also need to be prepared to engage with clients questions as they can access their information through the app at any time.
"We trust that you will avoid using harsh language and will refrain from making
unsubstantiated allegations against individuals and firms. Your constructive feedback
and opinions are very valuable to all of us in the industry. "
I am partly using MFUtilities.
First,Payeezz has to be registered Physically.
For KYC and CAN Registration, I am doing
Physical mode only. How to do them through mobile app?.
There is no provision for Distributor to view / to take a Print out of Clients statements.
Will MFU improve its online / Mobile App Platform for Distributors?....
Which is the best platform to subscribe to?
Copyright 2017 All Rights Reserved.Wealth Forum Ezine