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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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How Mutual Fund Software Performs Effective Role In Reducing Business Cost?



Managing the business cost is crucial for the distributors to serve clients easily for the long term and also the existence of the business depends upon the cost administration. The distributors have to perform multiple functions in a day to carry out the regular operations of the firm which involves costs from on boarding a new investor to deliver reports. The assistance of technology can help the distributors in controlling the cost of firms' operations. A single platform having multiple advanced features will easily reduce the cost to a greater extent and assist the distributor to serve investors at a click.

The Mutual Fund Software offered by Wealth Elite fulfill all the requirement of the distributors and allows them to provide all services digitally which results in a lower cost for the entire firm. Also, the entire platform is paperless which completes the task within a very less duration.

Benefits:

  • Provide services to the investors via a digital platform.
  • Easy to reach multiple clients at a time.
  • Promote business online without incurring any cost.
  • Low cost of transactions and reports formation.
  • Simple to on board new clients.
  • All services are available at a click.

The need of the platform is crucial for the distributors as it assists in every aspect and delivers the solution of each problem at a low cost. The management of investors' data, information, and reports is easier for the distributors and is available to access at a click from anywhere along with complete security.

The online platform is also beneficial for the investors as they can get the services of the distributors anytime without any restriction or delay. The platform increases the potential for the business to reach more clients within a short duration.

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

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