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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 Measures Productivity of Clients Investment?



Every investor timely wishes to know the position of invested money as to whether the portfolio is producing desired returns or not and it’s a significant thing because the capital is positioned at risk to reach high results. Managing the profit/loss summary per investor manually by the distributor cannot be viewed because the process applies lots of estimates and sophistication. Thus to complete the same function further clear Mutual fund software for Distributors is created by Wealth Elite that is capable to show the gain and loss statement immediately.

Features:

  • Opportunity to design reaching scenarios of investment.
  • Prevalent components of investment, redemption, and switch-in.
  • Real investment deals on the current date.
  • Examination of investment results for any period.
  • Declaration of assets with graphs and summary.

Thus, the distributors require to have the appropriate feature to keep full clarity with investors about their investment. The distributors via sharing the appropriate statement can have a fair understanding of investment through which gaining investors' trust becomes comfortable. Along with it can permit distributors to make modifications in the current plan, in case the outcomes are not right or below anticipations. 

The distributors get numerous solutions at one medium along with the portfolio analysis that allows them to work the several functions of the firm without any issues. Since the distributors got the component to complete research of assets with the help of specialized tools the whole process and method of study has been fully changed. The distributors are operating investment checks more accurately and expressly.

The level of features and facilities shown to distributors are ensured too worthy which are evolving a reasonable basis for the expansion of the firm. Simultaneously the profits and lead generation ability have been improved falling a favorable enduring image on the firm of distributors.

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

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