As an MFD, one question comes up every single year—especially during review meetings and tax discussions: “How did my client’s portfolio perform this financial year?” Earlier, answering this wasn’t as simple as it sounds. You could see current values and transactions, but understanding year-on-year performance often meant juggling multiple reports or doing manual calculations. That’s where top mutual fund software in India , like Wealth Elite, brings a major improvement. What is a Financial Year–Wise Performance Report? A Financial Year–Wise (FY) Performance Report gives you a clear snapshot of an investor’s portfolio for each financial year. It shows just two critical numbers for every year: ● Opening Balance – Portfolio value at the start of the financial year ● Closing Balance – Portfolio value at the end of the financial year This simple structure answers the most important performance question directly: How much did the portfolio grow (or decl...
A business requires performing multiple functions at a time and no area can be overlooked else the results will not be favorable for the distributors. The business requires of mutual fund software for distributors to be capable of performing everything simultaneously but due to limited time and energy, the same looks impossible. In such a situation having technology is a must for the distributors to survive in the market. To solve this issue Robo Advisory platform is developed which easily provides service to multiple clients on part of the distributor. With the introduction of the Robo Advisory platform, the issues of the distributors are depreciated, and the focus on the main areas of the firm has grown. The intention behind this is that the tool is self capable to perform the job on part of the distributors which means without the intervention of human beings. The mutual fund software transformed the total circumstances of the business transaction after the arrival of the Robo Advisory app in the mutual fund investment industry.
What is Robo Advisory App?
Robo Advisory platform is an artificial intelligence-based platform that runs mutual fund business duties on account of distributors. To decrease the mandate of humans, Robo application itself on boards new prospects and presents services even in deficiency of distributors.
The AI tool is designed for the distributors to serve with the assistance required in the mutual fund industry with the title of their own business which provides quick on boarding of their clients. The platform assists in achieving various help to multiple clients at the same time and gives explanations for every problem of an investor.
Key Features:
- Speed on boarding of clients within no moment.
- Transactions can be done via far places.
- Complete paperless steady tool.
- Immediate enrollment of new investors.
- Ready verification through Video KYC.
- Form login credential within shorter time.
- Commence SIP in a few flashes.
- No human invasion is needed.
- Assists in fast investment.
- Furnishes E-Mandate facility for endless SIP.
What makes Robo Advisory App Essential?
- Quick Reach: On-board your prospect from any division of the world with no constraints and prohibitions. Extend your capability to global large-scale investors.
- Automotive: Let the AI assistant do the on boarding of the clients so you can focus on the inevitable features of the company.
- Always online: Stay fruitful for the clients every moment to perform services from any area.
- Express Brand: Develop your separate identity in the market by providing invaluable support to the investors.
- Real Business Friend: Completing every function of the business with completion is the root account of Robo which assures the constant movement of all actions in the firm.
- Cost Cut: Utilizing fewer resources to produce the most excellent outcomes is the expertise of Robo Advisor, finally improving the overall business experience.
- Self on boarding: On boarding new customers in the firm is the primary objective of the Robo advisory app that doesn’t want the forces of the distributors.
Why Robo Advisory App?
- Manage business from any portion of the world by remote access.
- Less individual engagement secures less failure.
- No restraints on business hours operate business 24x7.
- Administer with varied clients at a time.
- Quick resolution for every firm issue.
Additional Benefits
- A faultless transaction with clients.
- Endless portfolio monitoring.
- Complicated calculations made more lenient.
- Complete guide to new clients without distributor’s interference.
- Virtual stage to monitor entire profession.
The difficulty without Robo Advisory App:
- The distributor needs to perform the manual on boarding of the clients.
- Offering fast transactions will be challenging for the distributor.
- Hand-operated administration of data is a time-consuming approach.
- Straight investment is not likely.
The effect of Robo Advisory App on the firm of distributor:
- The management of business operations emerged with the direction of the technology.
- Revenue has been increased in comparison to the conventional means of dealing.
- Self-business promotion is done with the aid of software with its firm name.
- Conservation of paper records is replaced with digital transactions.
- Portfolio supervision became easy for distributors.
- A business situation can be designed for the extension of the firm.
- Many clients can be presented at the same time with the support of technology.
Robo Advisory App is essential for the distributors to contend with several firms in the industry which holds a potent tool to draw a meaningful number of clients within a more limited space.
The main difficulty of fulfilling client information is reduced since the beginning of an application that gives all functions on part of distributors. Robo Advisory App is necessary for the distributor to fight with various organizations in the drive which stands as a helpful tool to catch a significant number of customers within a lower interval.
The digital platform is empowering distributors to earn clients from any place without facing any limitations which are improving the business activity along with the improvement in the income of the firm. The economy of the country also receives a force in terms of extension and development which strengthens the position at the global level.
The distributors dealing via financial software rest ensured about their professional growth because they have previously gained an intelligent technology that is doing all operational tasks in the concern of their business and also providing a high opposition in the industry via the pull of new clients without missing the existing one.
The distributors through giving the important report can give a fair record of investment through which gaining investors' trust becomes easy. Simultaneously with it can encourage distributors to make adjustments in the current plan, in case the results are not helpful or below expectations.
Results in Business:
- Constant services are presented to clients
- More customers can be obtained in less time.
- Less efficiency is required to manage business operations.
- Develops efficiency and richness of the firm.
Therefore, the distributors require having all the facilities to have sufficient transparency with investors about their investment. It even serves distributors in building further strategies of investment proper to the profile of the investors after examining the uncertainty and economic soundness of the investor.
For more information, visit https://wealthelite.in/
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