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Guide for a Mutual Fund Distributor to Choose the Right Back-Office Software

  A Mutual Fund Distributor should choose back-office software that supports digital onboarding, multi-asset tracking, compliance readiness, clear reporting, and future scalability. The  best mutual fund software  helps MFDs reduce manual work, improve investor experience, stay compliant, and grow their business sustainably. What Is Back-Office Software for Mutual Fund Distributors? Back-office software for MFDs is a digital platform that helps manage: Client onboarding and KYC Transactions across AMCs and exchanges Portfolio tracking and reporting Business analytics and brokerage Compliance-related records Instead of managing multiple tools, a single system brings everything together in one place. The Best Guide for Choosing Mutual Fund Software Based on industry adoption trends and real-world usage in India, the best way to evaluate software is by focusing on five core areas: Smooth Mutual Fund Transactions Asset Coverage Client Experience Research Tools Business Visibi...
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What Makes Mutual Fund Software an Essential Part of MFD’s Business


The main work of mutual fund distributors is to avail mutual fund schemes to their clients so that clients can make investments to earn returns on them and distributors will earn a commission for providing the distribution service. The trial commission increases with an increase in the client’s investments and the scheme’s holding period. To earn a higher trial commission MFDs need to sustain their clients and provide the best services that cause investors to stay invested in the same mutual fund scheme for a longer time.

Now when we are talking about providing the best service to customers then it’s not the only work that distributors perform to run their mutual fund business. Providing ease of investing, timely updates regarding investor’s portfolio, performing research for availing better options to clients, delivering services whenever the client wishes or requires and many other tasks are there that distributors do. This long list of distributors’ work adds complexity to their organization’s functions.

To endow a platform from which distributors can complete all their tasks, a mutual fund software for distributors named Wealth Elite that is the most suitable module to supervise mutual fund investors and fulfill their requirements.

Specialties of Wealth Elite

  • Separate login windows for IFA, Corporate, Back-office Employee, Sub-broker and Branch.
  • Convenient Video KYC and client onboarding process.
  • Magnetize new clients with the Online ATM feature.
  • Design a form and know all clients’ risk appetites without contacting them individually.
  • Provide desired limited access options to your employees and sub-brokers.
  • Client’s portfolio research and mutual fund scheme’s research
  • Easily download and share various reports with clients.
  • Client can view the portfolio and invest in the absence of the distributor.
  • A mobile phone is enough, to continue running your business from a remote location.
  • Persistently updating new features to give distributors a competitive edge.

The software is a complete pack of mutual fund distribution service solutions, that enables the distributor to keep working anytime and from anywhere without the need for other resources than an internet connection and a device to use the platform.

In the absence of the digital medium, distributors will face many problems ahead which will complicate the growth of the firm like time taking process of online KYC and client onboarding, unavailability of research tools and reports, and dependency on other humans for running the organization in distributor’s absence. Thus, the mutual fund software is an essential part of a mutual fund distributor’s business. For more information, visit https://wealthelite.in/

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