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How can MFDs Grow With MFU Integration in Mutual Fund Software in India?

Hello, MFDs! Have you been hustling to grow your business? Ever wished there was a way to streamline operations, impress clients, and conquer those ambitious AUM goals? Well, worry no more! Here's why MFU integration in   mutual fund software in India   is the game-changer you've been waiting for. Imagine this:  You're dealing with a busy HNI (High Net-worth Individual) who wants to invest across multiple AMCs. Manually handling all that paperwork would be a nightmare, right? But with MFU, it's a breeze. You can map their existing investments with just a one-time password (OTP). No more endless form filling, just happy clients! But wait, there's more!  MFU goes beyond HNIs. Think about the time you save placing bulk orders. No more repetitive entries – just a single email, and you're good to go. This frees up your precious time to focus on what truly matters: building relationships and providing top-notch financial advice. Here's the magic MFU brings to your

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 updated facility is must for the advisors in order to compete in the rival market. This feature also improves the performance of the entire firm as it focuses on reducing the efforts of the advisors and ensures maximizing the revenue of the firm.   

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

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