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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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Know Why Mutual Fund Software for IFA Assists Clients Verification?



With the changes in plans, the progress in the enterprise is embraced with the dynamic trend and the traditional ways are dropped out from the drive to stay competitive. Even the firms eagerly look for modernized technologies that permit them to modify the selection of clients which aids in providing more useful market allocation.

The Mutual Fund Software for IFA developed by Wealth Elite enables distributors to handle the initial politeness of investors through an online outlet. The specific process even helps in lowering running expenses focusing on the productivity of the company.

Key Features:

  • Drawing clients from faraway locations for creating investment.
  • Alter your future client into existing investors with a quick method.
  • A fast way of verification and identification.
  • Online medium to access from anywhere.

Amenities of Video KYC to Distributors: 

  • Mark the part of KYC whether confirmed or pending.
  • Low price and good process.
  • Showing income grouping for the firm while focusing on prior areas. 
  • Skill to invite future clients through sharing links without giving portal access.

The current system is of updating with the latest technology which is also believed to be the critical area for getting a win in any firm. After the adoption of Video KYC, the parts of consulting firms and clients' positions became convenient. 

As we all understand that the investment needs are quite fluctuating at each point, it is highly advised for the firm to embrace video-based KYC to avail the benefit from market results.

It is additionally useful to move with the recent movement and approach which evolves a basis for the long journey of a firm and also the income management is useful for the firm. The association is perfectly addressed by the investors and distributors through digital media and even assists in pursuing firm deals.

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

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