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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 MFDs establish trust among their investors with mutual fund software for IFA?



Trust is a vital factor for any business relationship, especially for mutual fund distributors (MFDs) who deal with the financial goals and aspirations of their investors. Trust can help MFDs to retain their existing clients, attract new clients, and increase their business growth.

But how can MFDs establish trust among their investors with mutual fund software for IFA? Fund management software is a platform that helps MFDs to research, analyze, compare, and invest in mutual funds online. It can also help MFDs to track and manage their investors' portfolios and generate reports and statements.

One of the features of asset management software that can help MFDs to establish trust among their investors is the white-labeling option. White labeling is the process of customizing the financial planning software with the MFDs' own brand name, logo, color, theme, and domain. White labeling can help MFDs to instill trust among their investors by:

- Creating a professional image: White-labeling can help MFDs to create a professional image for their business and showcase their expertise and credibility in the mutual fund industry.

- Enhancing the user experience: White-labeling can help MFDs to enhance the user experience for their investors, by providing them with a consistent, seamless, and user-friendly interface across different devices and platforms.

- Building a loyal customer base: White-labeling can help MFDs to build a loyal customer base, by creating a sense of ownership and belonging among their investors and making them feel valued and appreciated.

Portfolio management software offers various customization options for white labeling, such as:

- Choosing the domain name: MFDs can choose their domain name according to their website for their software, such as www.xyz.com, and make it easy for their investors to trust them.

- Selecting the logo and color: MFDs can select their own logo and color for their software, and make it reflect their brand identity and personality.

- Customizing the theme and layout: MFDs can customize the theme and layout of their investment tracking software, and make it suit their preferences and style.

Conclusion: White labeling is one of the features of wealth management software that can help MFDs to establish trust among their investors. It can help MFDs to create a professional image, enhance the user experience, and build a loyal customer base. If you are looking for a reliable and trusted fintech provider, you can visit us explore our offerings.

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