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Guide for a Mutual Fund Distributor to Choose the Right Back-Office Software

  A Mutual Fund Distributor should choose back-office software that supports digital onboarding, multi-asset tracking, compliance readiness, clear reporting, and future scalability. The  best mutual fund software  helps MFDs reduce manual work, improve investor experience, stay compliant, and grow their business sustainably. What Is Back-Office Software for Mutual Fund Distributors? Back-office software for MFDs is a digital platform that helps manage: Client onboarding and KYC Transactions across AMCs and exchanges Portfolio tracking and reporting Business analytics and brokerage Compliance-related records Instead of managing multiple tools, a single system brings everything together in one place. The Best Guide for Choosing Mutual Fund Software Based on industry adoption trends and real-world usage in India, the best way to evaluate software is by focusing on five core areas: Smooth Mutual Fund Transactions Asset Coverage Client Experience Research Tools Business Visibi...
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How Mutual Fund Software Simplifies KYC Process?

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 emerging solution. The digital form of collecting client’s information is the future of business and keeping the same thing in mind Wealth Elite has introduced the Video KYC facility in Mutual fund software for Distributors. The aim is to assist advisors and their clients in accomplishing KYC formalities from the comfort of home.


Key Features:

  • Collected information is secured on cloud servers and prevents cyber theft.
  • Attract clients from remote locations.
  • Convert your prospective client into real investors with rapid process.
  • Online platform to access from anywhere.
  • Paperless collection of information in a scanned format.

The firms engaged in operations using modern method are proving productive in comparison of those which are still dependent on the old process of KYC. After adoption of Video KYC the operations of consulting firms and clients tasks became convenient. Also, the investment markets are highly fluctuated, it is highly recommended for the business to adopt video based KYC in order to avail the benefit of market returns.

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

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