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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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Who is providing the Mutual fund software advance tools for distributors and IFA in India?


In India, there are numerous companies that offer mutual fund software and advanced tools for distributors and Independent Financial Advisors (IFAs). Among the most popular ones are:

Wealth Elite: Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform designed for India's top financial advisors. It is equipped with digital client lifecycle management solutions, powerful portfolio reporting and re-balancing, business intelligence, online transactions, goal GPS, financial planning, and research. With Wealth Elite, financial advisors can provide their clients with a seamless and personalized investment experience.

REDVision: REDVision is a cloud-based mutual fund software that provides a range of features for distributors and IFAs. It offers portfolio management, investment planning, and compliance management tools. REDVision's user-friendly interface and advanced features make it a popular choice among financial advisors.

FundsIndia: FundsIndia is an online investment platform that offers a range of mutual fund investment options for investors. It also provides a range of tools and services for distributors and IFAs, including portfolio management and research tools. FundsIndia's intuitive platform and comprehensive research tools make it a popular choice among investors and financial advisors alike.

NJ Fundz Network: NJ Fundz Network is a comprehensive mutual fund software that provides a range of features for distributors and IFAs. It offers portfolio management, investment planning, and client reporting tools. NJ Fundz Network's advanced features and user-friendly interface make it a popular choice among financial advisors.

BSE Star MF: BSE Star MF is a mutual fund distribution platform that provides a range of features for distributors and IFAs. It offers order management, portfolio management, and client reporting tools. BSE Star MF's robust platform and comprehensive features make it a popular choice among financial advisors.

While these are just a few examples, there are several other mutual fund software providers in India. It is important to do your research and choose the software that best suits your needs. For more information on Wealth Elite, visit https://wealthelite.in/

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