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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 can the Mutual Fund Software help MFDs set up their business in 10 minutes?


Mutual fund distributors (MFDs) face many challenges when setting up their business. Manual paperwork, compliance worries, and sluggish client onboarding impede growth. In a world where financial decisions can be overwhelming, MFDs need a digital solution that empowers them to set up their own business and build a thriving client base. This is where mutual fund software come in.

Mutual fund apps are digital solutions that streamline processes, boost client interactions, and ensure compliance, allowing MFDs to focus on growing their business effortlessly. In this article, we will discuss how this app can help MFDs set up their business in 10 minutes.

Covering a Pain Point

Navigating mutual fund distribution’s complexity can be challenging. MFDs face many obstacles, including manual paperwork, compliance worries, and sluggish client onboarding. These obstacles impede growth and make it difficult for MFDs to focus on what they do best – growing their business.

Introducing Mutual Fund App

These solutions empower MFDs to set up their own business and build a thriving client base. They streamline processes, boost client interactions, and ensure compliance, allowing MFDs to focus on growing their business effortlessly.

Describing Features

These apps offer many features that make it easy for MFDs to set up their business. These features include:

  • Digital Client Lifecycle Management (CLM) Solutions: Automated onboarding with Video KYC, Online Transactions, Online ATM, Goal GPS, Portfolio Re-Balancing, and much more.
  • Real-time Analytics: Get access to market research that focuses on investment basics, strategies, and processes.
  • Personalized Investment Strategies: Customized Portfolio Management.
  • Effortless Transaction Processing: Simplify the onboarding process and streamline client interactions to focus on what you do best – growing your business.
  • Regulatory Compliance Made Simple: Ensure compliance with regulatory requirements.

Why You Need It

Mutual fund apps are essential for MFDs who want to set up their business quickly and efficiently. They offer many benefits, including:

  • Easy and Convenient: Mutual fund applications allow you to browse various investment possibilities, watch the marketplace, and invest with a single touch of your smartphone. The applications also allow you to link your bank account and begin investing right away.
  • Paperless Documentation: The whole KYC documentation and verification procedure is paperless and hassle-free. The smooth progression provides an excellent user experience, saving you valuable time in your hectic schedule.
  • Hassle-Free Tracking: Via the applications, the overall process of investing in and monitoring mutual funds is simplified and clear. You can look at many schemes, track their performance, and select the one that usually works for you.
  • Regular Insights: Daily news notifications and insights are provided by most of the best mutual fund app in India. These opinions are extremely valuable if you are an experienced investor or if you are fresh to the market and want ongoing direction for the decisions you make.

Conclusion

Mutual fund apps are essential for MFDs who want to set up their business quickly and efficiently. They offer many benefits, including easy and convenient investment options, paperless documentation, hassle-free tracking, and regular insights. With the right app, MFDs can set up their business in 10 minutes and start building a thriving client base.

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