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Showing posts from May, 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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How Mutual Fund Software For Distributors Eases Presentation of Reports?

The presentation of reports to the clients is a complex task and requires maximum efforts of the distributors as it involves calculation of future results on the funds invested by clients. While the distributors performs manual calculations of the results the chances of get accurate results are so less as a single mistake can deliver unfavorable output. The  Mutual Fund Software For Distributors   offered by  Wealth Elite   assist distributors in delivering effective results on the funds invested by investors without taking high risk. Benefits to the advisors: Systematic reports generation for investment planning. Effective platform to manage multiple investments. Financial calculators for estimating future returns. High tech advance features to deal with business issues. Reduces cost and improves efficiency. The client handling capacity of firm is even boosted while comparing with before scenarios. The benefits of the software are worth effective and contributing ad...
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Is Mutual Fund Software Generates Reliable Portfolio Reports?

Forming reports for the portfolio of clients is a complex task for the advisors as it involves valuation and identification of fair progress of funds. Advisors without a proper assistance find it difficult to ascertain the status of client’s funds. With the help of   Mutual Fund Software   the advisors can easy assess the status of the funds invested by the clients. Wealth Elite   provides the best platform for the advisors to effectively manage the funds of the clients without any interruption. The advisors using the platform are performing best in the industry. Benefits    True and fair status of investment. Generate reports at one click. No errors in the formed reports. Forms reliability with the clients. Helps in assessing future output. Issues in absence of reports No accurate status of client’s funds. Incomplete information of investment. No proper valuation of funds. Multiple errors in reports. The advisors need to have the assistance of the platform...
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How Mutual Fund Software Grows Business Even in Covid?

Continuing functions of business in such uncertain times is typical for every firm and also affects the survival due to shutdown of operations but still preparation can be done to overcome the difficult time with right resources. The Mutual Fund Distributors can operate their business virtually without limiting business functions through the financial platform in the form of   Mutual Fund Software for Distributors   that gives virtual access to the business through digital control. Many distributors are unable to carry out their business activities due to pandemic and also due to no digital presence of business. While those distributors having access to business through digital availability are easily generating business opportunity through the  Wealth Elite  Software that provides full control of the firm virtually. Wealth Elite assist in business growth as: Consistent work with no restrictions. Deliver services to clients even in uncertainty. Paperless platform for...
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Can Mutual Fund Software for Distributors Easily Manage Portfolio of Clients?

  The emerging technology is helping the distributors in efficiently managing the investment of the investors that allows in handling the portfolio of the investors without any issue. The portfolio of every investors have different risk appetite thus requires unique management and planning which is done through the digital platform. Ignoring risk on the funds and structuring same plans can lead to disastrous results. The Mutual Fund Software for Distributors assists in monitoring the portfolio and continuous services can be delivered to each investor through the platform developed by Wealth Elite which is the best financial platform for the distribution business. Benefits ·          Constant tracking of invested funds. ·          Expected results to the clients within deadline. ·          Reduce chances of loss. ·       ...
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This is How Mutual Fund Software for Distributors Leads your Business

Every business deliver excellent performance based on the technology adapted which makes the operations smoother. No business can survive in long run without the help of technology as it is crucial factor that determines the success of the firm. Also the distributors operating business through the  Mutual Fund Software for Distributors   are contributing at the best in the industry and setting benchmark. REDVision Technologies   gives the best platform to the distributors to conduct the operations of firm virtually that reduces the cost of operations. Benefits of Advance Technology Gives remote access for easy control. Allows instant transaction for clients. Reports are generated within few seconds. Paperless platform for more work at less cost. Improves entire results on the portfolio. Without having the feature the advisors face multiple issues in operating the business and also need to prepare several reports manually that consumes a lot of time of advisors and require...
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Why Mutual Fund Software in India is Trending among Distributors?

It’s a fact that the thing which makes your work easier grabs the attention of majority and has high demand in the market. Likewise in the Mutual Fund business the financial software makes the work of the distributors easier which is the reason for its popularity among the distributors and helps in serving the clients effectively. The   Wealth Elite   has developed best for the distributors in the form of   Mutual Fund Software in India . Through this platform the distributors get the potential to serve in the best possible manner to the clients. Why Financial Software is Popular? Prepares financial planning for clients. Invests funds based on research. Delivers fair status of invested funds. Reduces chances of loss on investor’s funds. Satisfactory results to the distributors. Improves overall productivity of funds. In lack of the financial platform all such facility cannot be availed by the distributors which results in less performance of the entire business and also a...
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Top 6 Feature of Mutual fund Software for Distributors You Should Know

With the changing scenarios in the business industry multiple functions are done through the help of technology, ensuring the accuracy of work within expected span. The mutual fund distributors had to perform multiple functions at a time in order to carry out every activity of the business as per desired manner. It goes quite typical to accomplish every task on time with total accuracy such scenario generates the need of a platform which can deal with several tasks at a time and to fulfill the same  Mutual Fund Software for Distributors   brought into existence. Know here what features a wealth management software includes Transaction Assistant The platform assists distributors in placing transaction for the clients through instant check out facility. Even the distributors can place future order on the present date which will be automatically being processed on the due date. Such features enhance the productivity of the business and reduce the functions of the distributors. Sy...
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