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Can You Check Daily Valuation of Investments With CRM Software for Mutual Fund Distributors?

  For any Mutual Fund Distributor, knowing the current value of client investments is a basic but very important part of daily work. Clients want updates. Advisors need clarity. Review meetings depend on accurate numbers. But when investments are spread across multiple asset classes, checking valuation manually every day can become difficult. Looking at one product at a time, one client at a time, or one report at a time is not practical when your client base grows. This is where  CRM software for mutual fund distributors  becomes more useful than many MFDs realize. With the asset-wise summary report, distributors can check the daily valuation of all investments at once, making portfolio review faster, clearer, and more organized. Why Daily Valuation Matters for MFDs Daily valuation is not just about knowing whether a portfolio is up or down. It helps MFDs: ●    understand current portfolio value ●    review client holdings properly ●    prep...
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Which is the Best Back office software for Mutual Fund distributors?


In the mutual fund distribution business, distributors have piles of data of clients’ details, their goals and plans, historical transactions and data received from RTA thus management of all such data is not easy and creates stress in long run. In such condition, back office software works as a boon that is capable of collaborating and simulating data easily so the data handling process does not consume more time and allow MFD to concentrate on business development.

The best mutual fund software maintains back-office work and organizes data in systematic order to reduce the load of collecting data and offers necessary information whenever required with a click of a button. Wealth Elite is working for the last 15+ years in the fintech industry and providing solutions to mutual fund distributors by offering a personalized platform to enable them to serve excellent services to their clients.

Merits of Mutual Fund Software

  • Well-organized storage of abundant data
  • Goal setting, fund mapping and Goal tracking in one place under Goal GPS tab
  • Financial year-wise capital gain report
  • Auto updating of RTA received data
  • Handle clients’ portfolios of multi-asset classes
  • Web settings for personalized dashboard background and color

The distributor can collect the data for inactive clients who are not doing SIPs or additional investments and motivate them by contacting them within the stipulated time interval for further mutual funds purchase to grow the business. The data integrated system helps MFD in easy day-to-day working and empowers them to track the business performance and client portfolio management effectively.

Along with endow back office services, the online platform has Video KYC, Portfolio rebalancing, Research, and Portfolio analysis features that are capable of reducing time to support individual clients and assist them as needed. The structured way to present financial planning is convenient for formulating strategies for investors to reach the desired objective which is an added advantage of the wealth management software. For more information, visit https://wealthelite.in/

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