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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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Video KYC - An Economic Solution For Advisors and Investors



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 portal.

Sometimes a prospect showing genuine interest to deal with the advisor later denies just because of the complexities and interruptions in the verification process. In order to keep the prospects enthusiastic the Video KYC is a tool of attraction which allows them to get registered from the comfort of their home.

What it brings to advisors business?

  • Online platform to access from anywhere.
  • Converts your prospective client into real investors.
  • Paperless collection of information in a scanned format.
  • Attract clients from remote locations.
  • Collected information is secured on cloud servers.

Is it beneficial for your clients?

  • No need to visit any collection center.
  • Scanned copies of documents to submit.
  • User centered simplified portal.
  • Quick verification within no time.

The digital form of collecting client’s information is the future of business and with same perception REDVision Technologies has introduced the trending feature in the Wealth Elite with an aim to assist advisors and their clients in accomplishing KYC formalities from any location across the globe.

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

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Location: Indore, India Indore, Madhya Pradesh, India

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