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Can a Top Mutual Fund Software in India Monitor Held-Away AUM?

  Key Takeaways ●    External mutual fund holdings can leave your client records and AUM view incomplete. ●    CAS uploads and OTP fetching bring those investments into your portfolio records. ●    A top mutual fund software in India like Wealth Elite brings held-away data into wealth reports and family AUM reviews. ●    A complete portfolio view supports clearer advice and informed consolidation discussions. Your clients may hold mutual funds across several platforms.  Some investments came from an earlier distributor. Others were made through direct plans or external apps.  You may manage their active transactions, but those outside holdings can remain out of view. That leaves gaps in your client reviews and family AUM records. A top mutual fund software in India can help you bring these investments into one view.  How Can You Collect External Portfolio Data? Wealth Elite supports three ways to bring external mutual fund hol...
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How Robo Advisor Brings Transformation in Business?



With the introduction of Robo Advisory platform the functions of the mutual fund distributors are reduced and focus on the primary areas of business has increased. The reason behind is that the platform is self capable to perform task on behalf of advisor which means without intervention of human being. The Mutual Fund software brought by Wealth Elite changed whole scenario of the business transaction after the arrival of Robo Advisory app in the mutual fund investment industry.    

Key Features:

  • Instant on boarding of clients within no time.
  • Transactions can be performed through remote locations.
  • Minimum human intervention is done.
  • Helps in instant investment.
  • Provides E-Mandate facility for uninterrupted SIP.

Problem without Robo Advisory App:

  • Performing instant transaction will be typical for advisor.
  • Immediate investment is not possible.
  • Manual recording of details is time consuming process.
  • Distributor need to perform manual on boarding of investor.

The major challenge of managing client information is reduced since the introduction of application that performs all functions on behalf of distributors. Robo Advisory App is necessary for the distributor to compete with several companies in the industry which stands as effective tool to capture significant number of clients within less time.

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

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