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Can a Top Mutual Fund Software in India Monitor Held-Away AUM?

  Key Takeaways ●    External mutual fund holdings can leave your client records and AUM view incomplete. ●    CAS uploads and OTP fetching bring those investments into your portfolio records. ●    A top mutual fund software in India like Wealth Elite brings held-away data into wealth reports and family AUM reviews. ●    A complete portfolio view supports clearer advice and informed consolidation discussions. Your clients may hold mutual funds across several platforms.  Some investments came from an earlier distributor. Others were made through direct plans or external apps.  You may manage their active transactions, but those outside holdings can remain out of view. That leaves gaps in your client reviews and family AUM records. A top mutual fund software in India can help you bring these investments into one view.  How Can You Collect External Portfolio Data? Wealth Elite supports three ways to bring external mutual fund hol...
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Best way to manage Mutual Fund Business is with Advisor X app


With the ongoing uncertain scenarios around the globe, continuing the business is one of the challenging tasks that also affected the survival of the many firms. Only those advisors stood up strongly in the hard time those who already prepared to deal with contingent situation in the form of digitizing the traditional businesses into modern online ventures.

Although the business of mutual fund possesses risk from the initial stage of commencement but due to heavy diversity in the business trends it became typical for the advisors to survive. Still, it doesn’t mean pursuing operational activities is impossible, just the advisors need to change the perception of doing business and that can only be done through bring firms at the world of internet.

The Mutual Fund Software has made it possible for the advisors to operate with no limits. Dream of conducting operational activities from the comfort of home is now turned true with the advance financial software developed by Wealth Elite.

It’s not possible for the advisors to stay in front of desktop all the time to manage the AUM of the investors and deliver other services as well, but what if advisors can do all that activities directly from their Smartphone through an application? Yes, you heard right, now advisors can manage various functions straight from mobile anytime and anywhere with no restrictions with the Advisor X mobile application.

What is Advisor X?

Advisor X is an artificial intelligence based advance application that allows you to manage your client’s portfolios and helps to deliver multiple services to clients directly through your mobile.  

Key Features

  • Engaging Dashboard
    Get the current progress of the AUM and ascertain the upcoming SIP’s to be collect from the clients. Tracking transactions statements related to purchase, redemption and rejected orders is included on the dashboard of the application.
  1. Monitor the ongoing performance of funds.
  2. Debt and equity investments are segregated.
  3. Know upcoming business opportunities.
  • Place Instant Order
    Investing, redeeming and switching funds are just a click away task. Grab the schemes with high returns to fully utilize the funds of the investors. No interruption in the process of transactions.
  1. Easy and instant checkout.
  2. Advisors place order, clients makes payment via link.
  3. Hassle free procedure.
  • Reports on What’s App
    Generating and sharing reports is no more difficult, no need to estimate values for gains and present status as everything is made available in the Advisor X. Communication with clients made easy.
  1. One click share reports.
  2. Accessible PDF format reports.
  3. Quick portfolio assessment.
  • Portfolio Analysis
    Valuation of funds was never so easy before which also gives recommendations to improve portfolio performance. Allocate funds in different assets class to deliver the estimated profit to your clients.
  1. Correct funds status.
  2. Change allocation ratio for best results.
  3. Know about debt and equity holdings.
  • Research
    Accurate research is the specialty of Advisor X that assists you to select among the top schemes having potential to generate high returns. Calculation of future gains is possible in present time.
  1. Compare top schemes.
  2. Goal based calculator.
  3. Dividend information.
  • Goal GPS
    Investing client’s funds as per their goals maximizes efficiency of funds and leads to achievement of goals within desired time limit. Track achievability and pending status directly from the Advisor X.
  1. Easy goal management.
  2. Suggestion to overcome shortfalls.
  3. Map multiple assets of clients.
  • Video KYC
    Collect video KYC of your investors through your Advisor X app. Enjoy the paperless process of verifying investors with scanned documents.
  1. Instant verification.
  2. Check KYC status.
  3. Quick investment.

Advisor X is the new generation of mobile application and a compact version of Mutual Fund Software For Distributors that facilitates advisors to perform business activities across any location. With the multiple features embedded in the software advisors can benefitted with the high technology. Delivering services to each client became convenient for the advisors and boosting the operations along with the revenue. Client satisfaction among the investors is rising since the introduction of the assisting app for the advisors contributing to the success of the firm.

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

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Location: Indore, India Indore, Madhya Pradesh, India

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