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Showing posts from April, 2021

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

Can MFDs Offer P2P Through Mutual Fund Software for Distributors in India?

  P2P may not be a traditional asset class like mutual funds, but it’s quickly gaining popularity among investors seeking higher returns. And here’s the catch—when they don’t find this option with their Mutual Fund Distributor (MFD), they often go straight to online platforms. That means missed opportunities and lost clients. Don’t let that happen to you. P2P lending is also possible if you have the right mutual fund software for distributors in India. You can do this from your dashboard. What is P2P Lending? P2P (Peer-to-Peer) lending connects individual lenders with borrowers through RBI-regulated platforms, without involving banks. Clients lend money online and earn interest on it. The borrower repays monthly, just like a loan EMI. This makes P2P a great fixed-income alternative, often delivering better returns than traditional debt investments. Can The Right Software Support P2P? Yes. Leading platforms like Wealth Elite now let MFDs offer P2P lending along with mutual funds an...
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What benefits Mutual Fund Software 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   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. Prob...
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How Mutual Fund Software Verifies New Clients Through Video KYC?

In the former times the business of financial advisors was totally dependent upon the manual operations which require focus on each and every activity of the firm. The same thing involves huge efforts and cost of the advisors. In order to reduce the efforts of the advisors and the operational cost the new and advance facility of video KYC has been introduced in the   Mutual Fund Software   by   Wealth Elite   that facilitates advisors in verifying new investors within no time. Features Simple verification process. Collect multiple investors KYC at a time. Paperless method of verification. Low cost solution for advisors and investors. Check KYC status through the portal. Issues without the Feature Long process of verification. Requires high cost to incur. Advisors need to collect physical documents of investors. Limited investors can be verified. Without assistance of the feature advisors find it typical to verify the investors within less time. Thus having the update...
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Here is how Mutual Fund Software Helps in Dealing with Uncertainty?

The investment market always possesses risk and due to heavy volatility the funds have also chances of loss but the strategy decides the results on the invested funds. The   Mutual Fund Software   reduces the chances of risk and helps advisors in delivering safe results to the clients within short period. The advisors can also perform deep research before investing funds of the investors. Choosing right software is essential for the advisors that perform every function on behalf of the advisors like the financial software developed by  Wealth Elite  which includes every facility as per the requirement of the advisors. How to reduce uncertainty? Past performance and deep research. Future valuation of investments. Analyze dividend history. Goal based strategy and plan. Diversify investment pattern. Issue without software No strategy for investment. High risk on invested funds. No platform for research. Inaccurate investment pattern. Thus advisors need to go with the fi...
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How Mutual Fund Software for Distributors Shows Live Portfolio?

  The live portfolio helps in determining the actual status of investment which helps in supervising each single movement in the values of funds. The Mutual Fund Software for Distributors easily generates reports. For more information, visit@- https://wealthelite.in/
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Best Research Facility in Mutual Fund Software for Financial Advisors

Advisors recommendation to investors for schemes depends on the research performed in the initial level which decides the final output of the investment. The more deeply an advisor performs research on the schemes, higher are the chances of delivering expected results to the investors. The research conducted through   Mutual Fund Software   assist advisors in planning effectively for the funds of the investors. Wealth Elite   provides the platform to advisors to enhance the research capacity that helps in bringing best results on the investment of the clients. Advisors working with the assistance of the platform are setting benchmark in the industry. Benefits Advisors can evaluate past performance. Easy to ascertain future value of investments. Access to dividend history. Multiple tools and calculators. Issues in absence of feature Difficulty in ascertaining future value of funds. No access to past performance of funds. Difficulty in forming investment strategy. Lack of g...
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Why Mutual Fund Software for Distributors Shows Wealth Status?

  The client’s wealth status is shown as to identify the current valuation of the funds whether delivering sufficient gains or not. The Mutual Fund Software for Distributors facilitates quick operations of the business. For more information, visit@- https://wealthelite.in/
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Here is why Mutual Fund Software with White Labeling Feature is Must?

Promoting business is the key for businesses to get identified into the industry and attract clients on continuous basis without which also the survival of any business is not possible. In order to take the business to the next level the advisors need to adapt the platform that helps them in uplifting the business performance which can be done through solutions like white labeling available in   Mutual Fund Software .  The advisors can promote their business to mass level at low cost with no extra efforts and also helps in generating leads from any part of the world.  Following are the key reasons that specify the importance of white labeling Brand Promotion Advisors can expand reach of their business to multiple clients at a time through the white labeling feature as it displays the URL of the advisors firm on the software which focuses on promoting advisors business. Also the advisors can establish brand identity in the target audience to attract large number of clients...
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Why Mutual Fund Software Maps Funds to Goals?

As to accomplish the goals of the investors the advisors need to map the funds of the clients which help in achieving objectives within time. The Mutual Fund Software guides advisors to pursue activities of the firm. For more information, visit@- https://wealthelite.in/
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Are Multiple Reports Relevant to Advisors Under Mutual Fund Software for IFA?

Through the multiple reports the advisors can easily identify the status of investor’s portfolio which helps them in forming decision for optimizing the funds of the clients. Every report has its own significance and fulfills particular need of the advisor which allows in instant delivery of the services.  The   Mutual Fund Software for IFA   ensures smooth management of advisors business that is possible through the platform offered by   Wealth Elite   which enhances the services of the advisors.   Benefits Portfolio live valuation and status. Fair value of profit and loss. Quick transaction history at one click. Generate business opportunity report. Extract matured investment report. Issues without feature No fair valuation of funds. Forming reports will be difficult. Inaccurate status of present funds status. No proper assessment of funds. Through the help of all these multiple reports the advisors operations becomes easy and enhances the satisfacti...
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How Mutual Fund Software helps in Documents Management of Clients?

  The platform helps advisors to collect scanned documents of the clients that too in encrypted manner which protects the privacy of the investors. The Mutual Fund Software gives most suitable platform to the advisors. For more information, visit@- https://wealthelite.in/
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Financial Advisors with Mutual Fund Software can Overachieve Know How?

The efficiency of working increases as the new technology forms a place in the firm through which the efforts of the advisors get minimize while the revenue gets a boost. Without having assistance of the platform the advisors find it difficult to deliver services to the clients. The performance of the entire firm increases via efficient platform and also optimizes the funds of the investors. The  Mutual Fund Software  developed by  Wealth Elite  proves economical and best for the business of advisors which have each type of solution as to make advisors business smoother. Even it helps in achieving beyond the expectation of advisors and investors that improves the relation between the parties. Benefits Consistent tracking of performance. Smooth management of client’s funds. Uninterrupted services at low cost. All solutions within one platform. Instant report in few seconds. Issues without platform No fair platform to measure results. Difficulty in delivering services ...
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Why Mutual Fund Software in India Develops Model Portfolio?

  The model portfolio is developed as to show the investment format to the investors which helps in acquiring investors. The Mutual Fund Software in India focuses on fulfilling every need of the advisors firm. For more information, visit@- https://wealthelite.in/
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With Mutual Fund Software Instantly Rebalance Your Clients Funds

The status of funds changes frequently due to heavy volatility in the market that impacts the results on the amount invested. To maintain the effectiveness of the funds the advisors need to rebalance the funds of the clients that deliver the expected output within stipulated duration. Rebalancing utilizes the funds of the investors and reduces the risk in order to provide assured results. The   Mutual Fund Software   helps advisors in rebalancing funds of clients without any interruption. The platform offered by   Wealth Elite   allows advisors to regulate the funds of the investors. Benefits of Portfolio Rebalancing Proportionate investment in debt and equity. Fixed interval rebalancing. Percentage change rebalancing strategy. Reduces risk from the invested funds. Optimizes portfolio of clients. Challenges without feature Funds remain Underutilized. High risk on invested funds. No proportionate investment. Fear of capital loss. The advisors require rebalancing the p...
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How Mutual Fund Software Depicts Opportunities?

  The advisors can identify the upcoming opportunities in the business that helps them to drive new business. The Mutual Fund Software enhances the productivity of the advisors in the providing the excellent services. For more information, visit@- https://wealthelite.in/
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Does Wealth Report in Mutual Fund Software Present Reliable Information?

Advisors manages investment of multiple clients at a time and analyzing status of every investors portfolio at regular interval is essential in order to ensure expected performance of the funds. In absence of proper and potential platform the advisors find it difficult to track the status of all the funds at a glance. To solve the issue facility of wealth report has been introduced by   Wealth Elite   in   Mutual Fund Software   that eases the analysis of the portfolio through the report. Benefits of Wealth Report Ascertain actual investment status within few seconds. Differentiate between insurance & investment portfolio. Analyze portfolio asset allocation. Identify profit and loss on the invested funds. Entire funds valuation at one place. Issues without Wealth Report No exact information about present value of funds. Tracking portfolio becomes challenge for advisors. Services to all clients can’t be delivered at a time. Manual formation of reports consumes a l...
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What is Some Good Software for Mutual Fund Investment Tracking in India?

  Wealth Elite is one of the good mutual fund software in the industry that accurately tracks the investment of the clients and fulfills every need of the advisor without any issue and provides all features and facilities at one place at effective and reasonable cost. The entire management cost of the firm reduces and becomes easy for advisors to deliver services to clients virtually.   For more information, visit@- https://wealthelite.in/
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Why Mutual Fund Software gives Facility of Online ATM?

  The facility of online ATM helps advisors to attract idle funds of the investors and helps in delivering high returns in comparison of deposits of savings account. The Mutual Fund Software grows the funds of the investors. For more information, visit@- https://wealthelite.in/
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