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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 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 additional values for the business along with improving performance for future. Thus the software became compulsory tool for advisors. The maximum number of advisors are moving towards updated technology which is proving a helping hand in business and also improving productivity.

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

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