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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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How to Buy the Perfect Mutual Fund Software in India?


Hey there! If you're a mutual fund distributor in India, you know how important it is to have the right tools and technology to manage your clients' investments in various asset classes efficiently. That's where mutual fund software comes in. But with so many options out there, finding the best one can be a difficult task for the distributors. Don't worry! In this blog, we'll walk you through the key features, and functionalities of wealth management software to consider when choosing financial software for distributors in India's market.

  • Seamless Integration with Multiple AMCs: First things first, you'll want software that works seamlessly with multiple asset management companies (AMCs). This way, you'll have access to a wide range of mutual fund schemes. This way MFDs can diversify the clients’ portfolios with various schemes such as equity, debt, or hybrid. They can offer different schemes according to their risk tolerance and goals.

  • Advanced Portfolio Management Tools: Distributors look to manage their clients efficiently; it is one of the top priorities for them. They need software that provides advanced portfolio management tools such as wealth reports and research tools. These tools should let you track your clients' investments in real-time with various tools, analyze performance through reports, allocate assets effectively in financial planning, and generate custom reports. With these features, you'll be able to keep a close eye on clients’ portfolios and take better decisions.

  • Powerful Research and Analysis Capabilities: To make smart investment choices, you need software that offers solid research and analysis capabilities. Look for features like fund comparison, performance analysis through mutual fund tools, risk profiler tools, and ratings from other mutual fund distributors. These tools and ratings will help you evaluate the fund's performance and choose the right investment options for your clients.

  • Compliance and Regulatory Support: Staying compliant with regulations is a must for mutual fund distributors. So, when considering software options, prioritize those that assist you with compliance tasks. This includes client onboarding, KYC verification, etc. Having these features integrated into the software saves you time, makes the process efficient, and ensures that you stay compliant with the law.

  • Efficient Client Management and Communication: Improving client relations is key to your success. That's why it's important to find software that updates and manages your client information easily, tracks their investments in real-time, generates different types of reports, and facilitates communication directly from the software. Look for a user-friendly interface and mobile accessibility so you can engage with your clients easily and provide them with timely updates and insights.

  • Up-to-date with the latest features and Consistent Support: You'll want to choose a software provider that keeps their platform up-to-date with the latest features, regulatory changes, and market trends. This will keep you ahead of the game. It is important to make sure that the provider offers reliable customer support to assist you with any technical issues or any questions you may have along the way.

Choosing the financial management software for distributors in India's market may seem daunting, but by considering features and functionalities such as integration with multiple AMCs, advanced portfolio management tools, powerful research capabilities, regulatory support, client communications features, and regular updates and technical support, you'll be on the right track.

Remember to assess your specific needs and compare different software options to find the solution that boosts your efficiency, enhances client services, and keeps you competitive in India's dynamic mutual fund industry.

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