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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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What benefits Mutual Fund Software for Distributors gives to advisors through Online Investment?

Gone are the days when investment process were a lengthy process where advisors need to collect physical applications from investors for investing funds which takes a lot of time and also proves costly for both advisors and investors. The facility of investing online allows advisors to place immediate transaction on behalf of the investors that helps in securing good deal. The Mutual Fund Software for Distributors facilitates in investing funds of clients through a single click.

Wealth Elite provides the best wealth management platform which reduces the work burden of the advisors and assist in dealing with multiple investors at a time. Also the advisors cost of operations reduces significantly improving the overall productivity.

Benefits of Online Investment

  • Instant purchase, sell and switch funds of clients.
  • Facility to check out schemes through cart.
  • Invest in most popular schemes without delay.
  • Easy to switch funds from other ARN code.
  • Convenient to present transaction log.

Problems without Online Investment

  • Complex process of investment.
  • High cost on traditional investment method.
  • Chances of loss in volatile market.
  • Limited number of clients can be managed.

Through the feature of online investment the advisors can easily deal with any number of clients and can instantly invest funds on behalf of the investors. Also the facility ensures growth of funds to deliver expected results as per the desire of the investors.

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

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Location: Indore, India Indore, Madhya Pradesh, India

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