Skip to main content

Posts

Showing posts from June, 2021

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

Still Using Excel? Here’s the Best Mutual Fund Software to Save You Hours

  Let’s be honest—Mutual Fund Distributors (MFDs) and Excel have had a long-standing relationship. From tracking SIPs to generating reports, most MFDs have spent more time on Excel sheets than actually growing their business. But while Excel was helpful in the early days, it’s no longer built for today’s fast-paced, digital-first investing world. If you're still stuck in spreadsheets, it’s time for an upgrade. The Best Mutual Fund Software Can Change Everything. It doesn't just replace Excel—it automates your work, saves time, and helps you grow AUM faster. Why Move Beyond Excel? 1. Excel = Manual Work From inputting transactions to updating investor details, Excel demands constant attention. It's prone to human error and doesn’t offer real-time updates. 2. Time Drain Every 60 minutes spent on fixing formulas or chasing the SIP reminders is an hour lost on building better relationships, easily onboarding new clients, or offering better support. What Can a Software Do for Y...
Post a Comment
Read more

Why Mutual Fund Software Proves Helpful for Businesses?

In previous times, handling business operations of an advisory firm used to be typical and was a challenging job as a result of which many firms went out of industry for lack of management. The distributor’s needs for an assistance which can perform all back end operations with ease and with the introduction of   Mutual Fund Software   the search of advisors came to an end. Among all software providers   Wealth Elite   is proving more beneficial and cost effective for advisors which is accurately handling all operational stuff of the business. Main Features: Improves revenue and sales for the firm. Management of Multiple Assets held by client. Portfolio Rebalancing to reduce risk and generate optimum profit. Wide reach to clients across the globe. Wealth Report generation for status of invested funds. Research Facility for top schemes and Financial Calculators for estimation of returns. The distributor benefit is top most priority of the software and to solve all com...
Post a Comment
Read more

Know How Mutual Fund Software Runs Business in Uncertain Times?

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 distributors can operate their business virtually without limiting business functions through the financial platform in the form of   Mutual Fund Software   that gives virtual access to the business through digital control. Wealth Elite  provides best financial platform to the distributors to carry out the business operations through digital platform which reduces the efforts and improves efficiency. Advantages Less cost of operations for the entire firm. Operate business from the comfort of home. Eases formation of complex report. Improves efficiency of the firm. Productive services to the clients. It is recommended for the mutual fund distributors to go with the resources that makes the firm more productive and minimizes the efforts to enha...
Post a Comment
Read more

Does Mutual Fund Software for IFA Assist in Acquiring Leads?

Due to dynamic scenarios and changing industry trend, now every firm is focusing on creating an online identity in order to reach more clients within very less time. Likewise distributors in mutual fund industry are concentrating upon bringing their business on digital platform which is possible through   Mutual Fund Software for IFA   that assists advisors in connecting with multiple clients at a time. Wealth Elite  provides best financial platform to distributors which allows them to regulate the business operations in most effective manner. Also the distributor can easily generate the leads from the same portal. How is it Possible? White labeling solution helps in business promotion. No cost invitation to clients through video KYC. Online ATM to attract new investors. Clients can be served through virtual platform. Transactions can be performed online. Thus having the financial platform is must for advisors which allows them in creating business value in the market and...
Post a Comment
Read more

Know How Mutual Fund Software for Distributors Markets Business?

Promoting business is essential for every distributor in order to stay competitive in the industry and also to acquire more number of clients. Also the promotion of business involves high cost which has the potential to affect the performance of the business. The facility of white label in   Mutual Fund Software   for Distributors has the potential to advertise the business at low cost that too at wider level which helps in attracting multiple clients at a time. The  Wealth Elite   offers best wealth management platform to the distributors which helps in reducing the efforts at minimized cost and also improves the results. Benefits: Serves excellence and strengths brand name. Creates goodwill for the advisors business. Saves time and efforts of advisors. Develops loyalty among the clients of advisors. Reduces marketing cost and adoption of multiple strategies for promotion. White Labelling proves worthy as it generates more benefits to business that too at low cost r...
Post a Comment
Read more

How Mutual Fund Software Stimulates Growth of firm?

Looking back to some years managing business operations of a mutual fund advisory business used to be typical and was a challenging job as a result of which many firms went out of industry due to lack of management. The mutual fund distributors need an assistance which can perform all back end operations with ease and with the introduction of   Mutual Fund Software   the search of distributors came to an end. Among all software providers   Wealth Elite   is proving more beneficial and cost effective for advisors which is efficiently handling all operational stuff of the business. Special Features: Research Facility for top schemes and Financial Calculators for estimation of returns. Wealth Report generation for status of invested funds. Management of Multiple Assets held by client. Portfolio Rebalancing to reduce risk and generate optimum profit. Problems in lack of software: High risk of loss with less utilization of funds. Lack of systematic reports revealing statu...
Post a Comment
Read more