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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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Know Why Mutual Fund Software for Distributors Provides Verification Facility?



With the modifications in methods, the progress in the business is embraced with the engaged trend and the classic methods are declined out from the industry to stay competitive. Even the firms eagerly look for updated technologies that allow them to change the preference of clients which aids in ensuring better market allocation.

The Mutual Fund Software for Distributors developed by Wealth Elite permits distributors to manage the initial formalities of investors through an online portal. The precise procedure even assists in lowering operating costs concentrating on the productivity of the firm.

Key Features:

  • Attracting clients from remote locations for starting investment.
  • Transform your future client into actual investors with a rapid method.
  • A fast method of validation and identification.
  • Online platform to access from anywhere.

Conveniences of Video KYC to Distributors: 

  • Observe the position of KYC whether authorized or pending.
  • Low cost and useful process.
  • Leading income collection for the firm while concentrating on prior areas. 
  • Facility to invite prospective clients through conveying links without furnishing portal access.

The present system is of modernizing with the latest technology which is also considered to be the essential area for obtaining success in any business. After the adoption of Video KYC, the functions of consulting businesses and clients' jobs evolved conveniently. 

As we all know that the investment markets are entirely fluctuating at each moment, it is highly suggested for the firm to adopt video-based KYC to avail the advantage of market results.

It is more useful to proceed with the recent trend and direction which evolves a basis for the long expedition of a firm and also the income administration is effective for the firm. The connection is correctly addressed amid the investors and distributors through digital platforms and even assists in seeking firm deals.

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

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