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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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Here is How Mutual Fund Software Analyze Investors Portfolio?



Each client has curiosity to know the position of invested funds as the portfolio is producing expected gain or not because the funds possess risk and clients want to attain high results. Accumulating gain/loss summary of each client manually by distributors cannot be thought because the process involves multiple calculation and issues. Therefore in order to simply the process Mutual fund software is developed by Wealth Elite that is fully potential to depict the profit and loss report instantly.

Features:

  • Estimate investment results for any duration.
  • Facility to generate future investment scenarios.
  • Fair funds values on present date.
  • Funds presentation with graphs and summary.

Thus the distributors need to choose the trending tools and technology that help them to grow their business with no interruptions. Also it assists in competing in rivalry market and stand affirms against the competitors. The distributors benefit is priority of the platform and to solve all complexities restricting the growth of the firm. The digital tools are backed by highly security and future centered features that deliver solution for each problem. The business also requires updated technology in order to deliver desire output and to stay competitive and top in the market.

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

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