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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 Mutual Fund Software for Distributors is the Demand of Future?

The era of pandemic has affected the running of the business and also imposed closure on the business of several advisors due to the world wide shutdown, all because of lack of control to operate business virtually. With the rising technological implications nearly every business is turning towards adapting digitized method of handling business operation because this slowdown has shown the worst side that took the livelihood of the many advisors.

It’s the time to insure business with the tool and technology that safeguards the survival of the businesses. Advisors need a platform like Mutual funds Software for Distributors that ensures no impact on the progress of advisors mutual fund business and same must be controlled even from the comfort of home.  It not only ensures controlling business but also focuses on generating consistent leads and converting sales to ensure the progress of the firm.

The Wealth Elite is putting maximum efforts to make the business of the advisors more comfortable with every passing day. With the advance development of solutions maximum numbers of advisors and distributors are getting in touch with the firm.

Facilities to Distributors

  • Digital management and supervision of business.
  • Assets management and allocation for optimization.
  • Recommendation for top dividend oriented schemes.
  • Financial calculators for future returns.
  • Instant on boarding to expand business.
  • One click several report generation.

Key Features:

  • Quick Operations: New clients can be easily and quickly registered based on which immediate investment can be made.

  • Assets Manager: Different assets held by an investor can easily be managed and mapped with the goals in order to achieve the predefined results within set time.

  • Portfolio Analysis: Overall portfolio can be analyzed based on which decision related to investment or divestment can be brought for preventing funds from suffering loss in the market.

  • Allocation: Funds can be allocated in debt, equity and hybrid to utilize the funds at maximum level that helps to generate effective returns for the clients.

The task of individual financial advisors has been mitigated since the arrival of the wealth management tools which basically operates most of the functions on behalf of advisors even without requiring any human efforts. In order to grow in the most competent business environment one must need to work with the help of most efficient technology which becomes the reason for the survival of the firm.

 Therefore, no business can run in long run with using an outdated or obsolete technology as the complexities of the business environment changes which demand for the update tools. The technical platform eases the operations and efforts of the advisors and contributes efficiency. It also made possible for the firm to stand competitive in the market and provide tough competition to the rival firms.

With the help of software not only the present situation of distributors business is improved but also the upcoming issues are resolved at initial phase and stand the firm to be competitive in rivalry market. For more information, visit@-https://wealthelite.in/

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