Skip to main content

Mutual Fund Software | Mutual Fund Software For Distributors and IFA | Top Mutual Fund Software

Why NMF II Integration in Top Mutual Fund Software in India is Crucial?

  With the increasing demand for digital solutions, adopting an integrated platform has become a necessity for MFDs. That’s where top mutual fund software in India , such as Wealth Elite comes into play. By integrating with NMF II, a powerful online mutual fund transaction platform, MFDs can enhance their efficiency. Let’s explore why this integration is crucial and how it can transform the way MFDs operate. What is NMF II? NMF II, short for NSE Mutual Fund Platform II, is an advanced online mutual fund transaction platform developed by NSE. It is designed to facilitate the execution of transactions across multiple Asset Management Companies (AMCs), making mutual fund investments easier for both MFDs and their clients. The Importance of NMF II for MFDs 1. One-Stop Solution for All Transactions Managing multiple mutual fund transactions through different platforms is time-consuming. NMF II integrates multiple AMCs into a single platform, allowing MFDs to execute transactions without...
Post a Comment

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/

Labels:
Location: Indore, India Indore, Madhya Pradesh, India

Comments

Post a Comment

Popular posts from this blog

How Can Mutual Fund Software for IFA Deliver Superior Service with MFU?

As a mutual fund distributor, you know that providing exceptional service to your clients is crucial for building trust and retaining their business. In today’s digital age, having the right tools can make all the difference. That’s where   mutual fund software for IFA   comes into play. Let’s explore how MFU integration in the fund management software can elevate your service and benefit both you and your clients. Seamless Onboarding and User-Friendly Interface Our fund management software simplifies the onboarding process. Unlike traditional platforms like BSE or NSE, MFU offers a straightforward interface that even a non-technical person could navigate. No more complex forms or confusing steps—just a smooth experience from start to finish. Elevating Customer Service Exceptional customer service sets you apart from the competition. With MFU, you can provide prompt assistance to your clients. Whether they need help with registration, creating mandates, or mapping existing cli...
Post a Comment
Read more

How Mutual Fund Software Helps You Make Smarter Investments with a Fund Comparison Tool?

Mutual Fund Distributors assist investors in navigating the sometimes-confusing world of mutual funds in India where many investors struggle to pick the right mutual funds, and they might have doubts about trusting MFDs. Investor Confusion Amid Multiple Options The vast number of mutual funds available in India frequently leaves investors feeling confused. They lack the knowledge to understand the choices, which causes confusion and doubt over where to spend their savings. This uncertainty may result in poor investment choices and poor returns. Informed Investment Decisions with Technology Wealth management software tackles these issues and helps investors make more informed choices, with their  mutual fund software , Wealth Elite by offering a range of tools, including a Fund Comparison Tool. Fund Comparison Tool is like a trusted guide for MFDs and investors. It simplifies the investment decision-making process by allowing investors to compare up to four mutual funds at once. Eff...
Post a Comment
Read more

A Comprehensive Guide to Selecting Mutual Fund Software for Distributors in India

In the digital era, MFDs are increasingly turning to efficient software solutions to streamline their business operation. With several options available, choosing the right   mutual fund software for distributors in India   can be overwhelming. This guide aims to provide valuable insights and tips to help you make an informed decision. Understand your needs : Before selecting software, it is crucial to assess the specific requirements of your distribution business. Consider factors such as client base, operational complexity, and desired level of automation. This analysis will help identify the necessary features and functionalities. Key Features to Consider: Robust Portfolio Management : Look for software that enables effective portfolio management, including real-time updates and performance analysis. Advanced reporting tools are essential for informed decision-making. Client Management : You should choose software with a user-friendly interface for efficient client onboardi...
Post a Comment
Read more