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...
As a mutual fund distributor, you know that providing exceptional service to your clients is crucial for building trust and retaining their business. In today’s digital age, having the right tools can make all the difference. That’s where mutual fund software for IFA comes into play. Let’s explore how MFU integration in the fund management software can elevate your service and benefit both you and your clients. Seamless Onboarding and User-Friendly Interface Our fund management software simplifies the onboarding process. Unlike traditional platforms like BSE or NSE, MFU offers a straightforward interface that even a non-technical person could navigate. No more complex forms or confusing steps—just a smooth experience from start to finish. Elevating Customer Service Exceptional customer service sets you apart from the competition. With MFU, you can provide prompt assistance to your clients. Whether they need help with registration, creating mandates, or mapping existing cli...