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Can You Check Daily Valuation of Investments With CRM Software for Mutual Fund Distributors?

  For any Mutual Fund Distributor, knowing the current value of client investments is a basic but very important part of daily work. Clients want updates. Advisors need clarity. Review meetings depend on accurate numbers. But when investments are spread across multiple asset classes, checking valuation manually every day can become difficult. Looking at one product at a time, one client at a time, or one report at a time is not practical when your client base grows. This is where  CRM software for mutual fund distributors  becomes more useful than many MFDs realize. With the asset-wise summary report, distributors can check the daily valuation of all investments at once, making portfolio review faster, clearer, and more organized. Why Daily Valuation Matters for MFDs Daily valuation is not just about knowing whether a portfolio is up or down. It helps MFDs: ●    understand current portfolio value ●    review client holdings properly ●    prep...
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How An Advisor Can Manage Client’s Multiple Assets?



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 modification can be made any time as per the requirement.

What it performs?

  • Data of new bonds, equity, commodity postal and real estate can be added and changes can be made any time.
  • Details of prematurity encashment are analyzed through the feature.
  • Property possessed by the investor is recorded and present valuation can be done.
  • EPF and PPF table can be viewed for detailed transaction history.
  • Valuation of shares can be performed with the help of software.

Wealth Elite is a perfect match for the requirement of advisors which is a Mutual Fund Software for IFA and Distributors developed by REDVision Technologies that conveniently manages entire investment of clients within different segment.

The facility to manage different assets proves effective for advisors as it reduces the requirement of various other tools to handle the multiple investments of clients. Also it can be accessed anytime using any device which states the fair status of entire portfolio of client. Even most of the advisors are getting attracted towards the particular tool assisting in effective management of assets.

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

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Location: Indore, India Indore, Madhya Pradesh, India

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