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Utilities for Advisors (9)
Import External Funds Using CAS
Created by Anuj Jain, Modified on Tue, 1 Apr at 1:37 PM by Prashant Verma
Email Schedular for Portfolio reports
Created by Anuj Jain, Modified on Thu, 26 Aug, 2021 at 3:16 PM by Rohan Jain
Folio Lookup & SOA Download
Created by Anuj Jain, Modified on Fri, 13 Jun at 4:58 PM by Prashant Verma
Model Portfolio Review utility
Created by Anuj Jain, Modified on Thu, 24 Jul at 3:58 PM by Prashant Verma
Rolling return Calculator
Created by Anuj Jain, Modified on Mon, 17 Feb, 2020 at 10:35 AM by Anuj Jain
Portfolio Correlation
Created by Anuj Jain, Modified on Fri, 21 Mar at 11:55 AM by Prashant Verma
WhatsApp Campaigns
Created by Prashant Verma, Modified on Fri, 29 Aug at 3:24 PM by Prashant Verma
Loan against MF module
Created by Anuj Jain, Modified on Tue, 18 Jun, 2024 at 12:47 PM by Anuj Jain
Marketing Resources FAQs
Created by Prashant Verma, Modified on Mon, 8 Sep at 11:42 AM by Prashant Verma