The NFOs are always a great investment deal for clients, though they are for a limited period of time, if the information is communicated effectively it can attract many clients to invest in the NFOs. Also, the information can be sent via email or live chat easily with only a few clicks giving a brief idea about NFO to all your clients in one go. 


Below are the steps on how to share the message related to NFO with the clients. 

Step 1

On the Partner, Dashboard click on View New Fund Offers.



Step 2

On the Recent new fund offers(NFO) section click on Notify Clients.




The NFO's can be sent either by Email or Live chat.