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How Mutual Fund Software Supports PMS With USD-Based Entries

  PMS data entry has always been a core part of an MFD’s back-office work. But until recently, everything had to be entered only in INR — even when clients invested in products denominated in foreign currency. Now, with USD-based PMS entries supported directly inside your  mutual fund software , managing such investments becomes far easier, cleaner, and more accurate. This small update solves a big pain point and opens the door to better reporting, better transparency, and better portfolio tracking. Let’s break down what this really means for you and your clients. Why USD-Based PMS Entry Matters? Many high-value investors today diversify across borders. Some hold PMS products, private arrangements, or alternative investments where values are recorded in USD. Earlier, you had to convert every value manually into INR just to enter it into the system. This led to: ●    Confusion during reporting ●    Exchange rate mismatches ●    Errors in calculatio...
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How Mutual Fund Software Proves Beneficial For Investors?


 

Usually, the investors having surplus money invest their amount in mutual fund with a view to generate higher returns but due to lack of knowledge or poor management of portfolio the invested amount proves to be wasted. But this does not mean that a fresh investor unaware to investment market shouldn’t enter or stay away. We are living in a world where technology is becoming the most helping hand of humans in any sector, industry or segment. Likewise the investors can initiate a step in investment market with the help of Mutual Fund Software developed by Wealth Elite which proves to be the most trusted assistant for any investor whether they are expert, average or new investors.



What does software offers to investors?

  • Consistent tracking of invested funds.
  • Instant access to portfolio through mobile application.
  • Forms uninterrupted communication with advisor.
  • Investors can download multiple reports anytime.
  • Delivers lucrative profits to investors.

Benefits of software for investors:

  • Convenient management of portfolio:

Through the software the management of funds becomes easy for investors which facilitate their investment to keep growing for a long term and even the multiple assets held by investors can be handled with efficiency.

  • Quick investment or redemption

The online platform for transactions has enabled the investors to introduce or withdraw funds as per the movements in the market and to pursue the investment objective in a predefined manner.

  • Assist in learning:

The technical portal helps in gaining knowledge by exploring the investment market through constant monitoring the movements of stocks and schemes and researching the facts and news behind particular change.

  • Secured Platform:

The wealth management tool secures the investment information of the investors and allows access only to authorized individual having valid login credentials. The portal is highly secured with encryption and prevents data leakage or cyber theft.

  • Recommendations:

The beginners can even get recommendations which help them to uplift the status of the invested funds and help them withdraw lucrative returns within a short period.

The possible issues investors face without having software:

  • Unable to manage investment of different schemes.
  • Suffers heavy losses without accurate prediction of movements.
  • Diversified investment is not possible.
  • Scheduled alerts and financial planning becomes difficult.
  • Investment in vivid assets cannot be managed.

In order to overcome all above issues it is recommended for the investors to have a technical platform which take cares of their funds and suggests all suitable actions in the interest of investors that improves the status of investment and make them expert in highly volatile market. The investors using the tool are highly satisfied and got familiar with portal with take cares of their investments.

The investor’s likes such a reliable and efficient platform having potential manage their entire investment and ensure consistent growth after each interval. The wealth management tool always works in the interest of the investors as to deliver planned results along with reducing the risk of loss in heavy fluctuated market.

For more information, visit@-https://wealthelite.in/

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Location: Indore, India Indore, Madhya Pradesh, India

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