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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...
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How Mutual Fund Software Helps Distributors in Monitoring Investments of Clients?



Every client constantly likes to understand the situation of invested funds as to whether the portfolio is yielding desired profit or not and it’s a prominent thing because the money is put at risk to achieve high outcomes. Collecting the gain/loss summary of each investor manually by the distributor cannot be considered because the approach applies lots of computations and complexness. Thus to make the same process more straightforward Mutual fund software is developed by Wealth Elite that is completely qualified to show the profit and loss report instantly.

Features:

  • Opportunity to develop prospective scenarios of investment.
  • Prevalent details of acquisition, redemption, and switch-in.
  • Real investment deals on the current date.
  • Calculation investment outcome for any period.
  • Declaration of investments with charts and synopsis.

Therefore, the distributors need to hold the appropriate feature to sustain full clearness with investors about their investment. It even aids distributors in designing further strategies of investment appropriate to the profile of the investors after examining the risk and financial soundness of the client. 

The distributors through transferring the relevant message can have a fair statement of investment through which gaining investors' trust becomes comfortable. Along with it can help distributors to make modifications in the existing plan, in case the outcomes are not profitable or below anticipations. 

The distributors get numerous solutions at one medium along with the portfolio analysis that allows them to control the several functions of the firm without any interruptions. Since the distributors got the facility to complete analysis of investment with the use of technical tools the whole scenario and process of assessment has been completely changed. The distributors are conducting investment assessments more accurately and specifically.

The level of characteristics and facilities offered to distributors are confirmed too worthy which are evolving a valid basis for the expansion of the firm. Simultaneously the earnings and information generation capacity has been improved lowering a positive enduring image on the firm of distributors.

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

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