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Can a Top Mutual Fund Software in India Monitor Held-Away AUM?

  Key Takeaways ●    External mutual fund holdings can leave your client records and AUM view incomplete. ●    CAS uploads and OTP fetching bring those investments into your portfolio records. ●    A top mutual fund software in India like Wealth Elite brings held-away data into wealth reports and family AUM reviews. ●    A complete portfolio view supports clearer advice and informed consolidation discussions. Your clients may hold mutual funds across several platforms.  Some investments came from an earlier distributor. Others were made through direct plans or external apps.  You may manage their active transactions, but those outside holdings can remain out of view. That leaves gaps in your client reviews and family AUM records. A top mutual fund software in India can help you bring these investments into one view.  How Can You Collect External Portfolio Data? Wealth Elite supports three ways to bring external mutual fund hol...
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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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