As an MFD, one question comes up every single year—especially during review meetings and tax discussions: “How did my client’s portfolio perform this financial year?” Earlier, answering this wasn’t as simple as it sounds. You could see current values and transactions, but understanding year-on-year performance often meant juggling multiple reports or doing manual calculations. That’s where top mutual fund software in India , like Wealth Elite, brings a major improvement. What is a Financial Year–Wise Performance Report? A Financial Year–Wise (FY) Performance Report gives you a clear snapshot of an investor’s portfolio for each financial year. It shows just two critical numbers for every year: ● Opening Balance – Portfolio value at the start of the financial year ● Closing Balance – Portfolio value at the end of the financial year This simple structure answers the most important performance question directly: How much did the portfolio grow (or decl...
Boosting business is the key for firms to get recognized in the industry and draw clients continuously without which also the existence of any firm is not likely. To take the company to the next level the distributors require to acclimate the platform that allows them in boosting the firm performance which can be accomplished through solutions like white labeling made available in Mutual Fund Software by Wealth Elite. The distributors can advertise their business to a wide level at low cost with no extra effort and also assists in developing leads from any part of the world.
Following are the key causes that specify the significance of white labeling
- Brand Promotion
Distributors can extend the reach of their firm to numerous clients at a time via the white labeling feature as it shows the URL of the distributor's firm on the software which concentrates on promoting the distributor's business.
- Less Cost
The expense of promotion applies huge funds to distributors in case the feature of white labeling is not adopted by the distributors rising operational expenses for the firm. The white labeling lowers the cost of the distributors and supports them in developing several numerals of investors at a time in the firm.
- Theme Synchronization
Distributors can sync the theme of the website with the software theme that delivers the same look on both platforms which offers the same understanding to the clients of the distributors and builds trust in the mind of the consumers. Selecting the right best mutual fund software is essential for distributors to grow in the industry and contend with the rival firms.
- Clients Retention
The ability of distributors to maintain clients for long-term gains with the help of the white labeling as the distributors form a brand which helps them in keeping clients for a longer period without any interruption.
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