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  1. Ticker Wealth
  2. CRM

CRM

A user can see his client, partner, branch, RM details through this option. Even clients can merge and family can be created through this option.

  • Email Configuration
  • Folio Details
  • Client Merging
  • Family Master
  • Client Master
  • Partner Client Link
  • RM Client Link Master
  • Partner Master
  • Branch Master
  • RM Master

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