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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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Why is Mutual Fund Software Important for Advisors?



The segment of investment is highly volatile and not easy either for the advisors or investors to survive just due to movements in the stocks based on events, news or incident. Many advisors came on the verge of closure because of ignoring technology improvement in the industry. Since the launch of Mutual Fund Software in the industry the reality for advisors has been changed as the new emerging technology have made it easy for the advisors to handle complex task and operations of business. The productivity of the firm has been upgraded for those advisors who adapted the dynamic change.

Pursuing business activities and transactions has become easy for advisors through the Mutual Fund Software for IFA which proves beneficial for businesses and also for the investors. The digital platform facilitates in dealing with the complex challenges that arrives in the field of investment.

Advantages to Advisors:

  • Accurate financial planning for investor’s portfolio.
  • Quick management of clients of the business.
  • Digital platform and important information of clients.
  • Easy Conversion of complex and challenging task into convenient process.
  • Smooth communication platform within advisors and investors.

Special Features:

  • Portfolio Manager: The advisor are free from worries as the software is taking care of client’s portfolio and ensures that every invested fund should reach to the desired point that helps in securing maximum gain.

  • Funds Calculators: The advanced calculators help advisors in performing difficult calculations of returns for the future that can be attained through present investment.

  • Clients Data: The platform manages the data of the investors for advisors that minimizes the operational cost for firm and thus helps in achieving more revenue for the firm.

  • Business Assistant: The software is personal assistant of advisors which perform advance operations in the benefit of business and ensures growth of the business at reasonable cost.

The distributors using traditional method for managing business are on the stage of closure because staying outdated in the segment with the previous technology that makes the whole business obsolete and cannot generate anything for the business.

Those distributors moved along with the changes are at the better positions in the market and setting a tough competition in the industry for competitors with the help of Wealth Elite software. The assistance of digital platform is essential in every firm and advisors need it to survive till long term and to get maximum chances of getting success that is possible with adoption of software for accomplishing back operations of firm.  

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

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