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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 Advisors can Advertise Through White Labeling?

 


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 Labeling is a technique which assists advisors in representing their brand name and logo on the software rather than developing company which seems that advisors firm’s itself developed the software for conducting business operations.

What’s New

  • URL based white labeling represents advisors firm domain on the software.
  • Theme based labeling provides similar look to software like advisors website.
  • No external links are displayed on the software.
  • Improves brand image of the firm.

What delivers to advisors business?

  • Creates goodwill for the advisors business.
  • Develops loyalty among the clients of advisors.
  • Reduces marketing cost and adoption of multiple strategies for promotion.
  • Saves time and efforts of advisors.
  • Serves excellence and strengths brand name.

Thus with the same idea to help advisors in creating a brand name Wealth Elite has introduced a feature of White Labeling in its Mutual Fund Software that assist in marketing of the business in cost effective manner.

Thus adopting a technology that reduces the efforts of advisors in creating own hype is a must to survive in the market of competition. Also the feature helps in utilizing the specialization of other firms on own name. White Labeling proves worthy as it generates more benefits to business that too at low cost resulting in effective promotion of advisors firm. This technique assists in recruiting expertise of third party with proprietary rights.  

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

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