In every business resources and tools are major elements that decide the future of any business and even it’s difficult to pursue business operations without having an effective tool or technology. Likewise, the advisors business is also depend upon technology which let them control their business from any part of the world. The   Mutual Fund software for IFA   is an integral part of the advisors business which gives them freedom of operating business without any restrictions. The advisors got the facility due to   Wealth Elite   who developed the premium platform just to ease the working of the advisors. Benefits to the advisors: Effective platform to manage multiple investments. High tech advance features to deal with business issues. Reduces cost and improves efficiency. Systematic reports generation for investment planning. Financial calculators for estimating future returns. The benefits of the software are worth effective and contributing additional values for ...

  Basically, Goal GPS act as roadmap for advisors and clients as well to predefine the long term investment objectives along with preparing a standard plan to comply the set goals. Being an advisor you cannot only set goals for the clients but also help them in mapping and allocating funds through different assets along with the mutual fund investment. You can set goal for every status of clients either rich, middle or low status of investors. Why do you need to set goals for investors? It has been seen that advisors who link the investor’s goal with real life objectives easily connects and converts the prospect into their client because an investor with a single objective of high returns can easily give up from the market at the time of low returns. Contrary, those investors who enter the mutual fund software market with some specific goals are the ones who stay for a long term until the objectives are accomplished. Setting goals also connects the investors with an emotiona...

The days were gone where initiating investment seems to be a long step process and involve physical presence of the parties as the investor had to visit authorized center for the verification. Due to the dynamic trend in the business technologies no method persists for a longer period like such the traditional pattern is even replaced with the emerging solution. Although the previous form of collecting KYC seems to be expensive which was adding the operational cost for the firm. While from the perception of investors standing in a long queue was hectic and inconvenient method of getting verified. What’s New? Being a busy schedule of every individual time is a crucial asset for investors and advisors too which is spent in a planned manner. Thus keeping in mind the same thing a new initiative of home based KYC has been introduced popularly known as Video KYC in the  Mutual Fund Software for IFA  which allows advisors to collect initial formalities of investors through online por...

The circulation of funds is the most effective way to utilize the productivity of funds at optimum manner. In case any individual keeps the surplus funds idle then he tends to lose the chance to earn extra bucks on the same funds. But, not only engaging money assures productive returns unless vested into right platform because the time value of money has great significance in investment sector. Due to the economic slowdown the interest rates are massively affected and moving across the lower level. The investors are not getting a platform to enjoy more returns on investment with less risk like before. The funds of investor’s remains underutilized due to stagnant economy.    Where advisors should divert client’s surplus funds? Several advisors receive the same query from investors regarding parking of surplus funds and the way they can attain more rate of interest than usual. Now advisors got the opportunity to recommend the investors regarding the new launched facility of...

Every investors eagerly wants to know the status of his/her invested funds as whether the portfolio is generating expected gain or not and it’s a obvious thing because the funds are put on risk with a aim to acquire high returns. Gathering gain/loss summary of each investor manually by advisors cannot be assumed because the process involves lots of calculations and complexities. Thus to make the same process simpler a  Mutual fund software  is developed popularly known with the name of  Wealth Elite  that is fully capable to present the profit and loss report  instantly. Features of Profit and Loss Report: Estimate investment result for any duration. Option to generate future scenarios of investment. Presentation of investments with graphs and summary. Overall details of purchase, redemption and switch in. Accurate investment values on current date. Why P&L Report is essential? The advisors through sharing the relevant report can deliver the fair statement o...

Since a decade investment sector has attained boom and attracted attention of many investors because of its potential to generate lucrative returns within limited time. As a result many fresher’s even with no prior knowledge of investment has shown interest in investing funds and also the multiple segments are available to take a stake in that generates the need of a platform capable to handle all at a glance. The nature of investors is usually diversified where funds are spread proportionately in order to divert the risk from funds and to attain gains even in the worst scenarios. But managing all such assets of each investor is not easy for advisors until an effective platform is available. 5 Assets one Platform:  Wealth Elite FD/Bonds. Postal Equity Commodity Real Estate. With the feature of assets management now advisors can easily handle all different assets held by an investor. The details can conveniently be managed and presented to the clients on demand.  Also the modif...

  The secret of a business success is hidden in its marketing strategy which makes its stand apart from the entire different firm within an industry. The advisor having great services and strategy for investment cannot attract attention of large number of clients unless adopted an effective promotional technique. The platform used for promotion is also crucial which decides the cost of advertising and also sometimes proves expensive due to which moves beyond the budget of advisors. Having a digital platform along with your brand name is the latest form of self branding which assist to reach maximum clients with fewer efforts and brings fresh traffic to your domain across the globe. White Labeling: A Cost Effective Solution Due to lack of a platform for branding many advisors face issues in continuing the business even after providing best services and having high skills to manage portfolios.  White labeling brings the expertise in the business with own name.   White ...

  As the economy is getting pace in every aspect each individual needs to adapt the changing pattern and should accept the modern method of operations to survive in the competitive market. Likewise in the field of investment market many new advisors are entering into the field after looking it as lucrative source of revenue and getting more success in comparison to those working since a long. The reason behind their quick achievement is   Mutual Fund Software   developed by   Wealth Elite   which is taking them a step ahead of the existing advisors using the traditional methods. Wealth Management tool assists in the operations of financial advisors and also brings efficiency which improves client satisfaction. Importance of software for Advisors: Technology-driven:  With the fast-paced economy the advisors must work by adopting the technology that facilitates to compete with the competitors in the current trend. The mutual fund software is beneficial for ad...