Skip to main content

Mutual Fund Software | Mutual Fund Software For Distributors and IFA | Top Mutual Fund Software

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...
Post a Comment

Can You Set Alerts of Important Dates With The Top Mutual Fund Software in India?

If you're a mutual fund distributor in India, you know that keeping track of important dates is crucial. Missing a key date can lead to unhappy clients and missed opportunities. So, is there a solution? Can you set alerts for these important dates with the top mutual fund software in India? Absolutely, yes!

 

Why Alerts Are Important

Before we dive into how, let's discuss why setting alerts is so important:

  1. Client Satisfaction: Reminding clients about their birthdays, anniversaries, or important financial dates shows that you care. It's a small gesture that goes a long way in building strong relationships.
  2. Compliance: Keeping up with deadlines for reports and payments ensures you stay compliant with regulations. This avoids any potential legal issues.
  3. Financial Planning: Reminders for SIP dues, insurance renewals, and maturity dates of FDs or bonds help in better financial planning and avoiding any lapses.

 

How Top Portfolio Tracking Software Can Help

We offer a top-notch financial software solution that is tailor-made for mutual fund distributors. Here’s how this software can help you set alerts for various important dates:

  1. Birthday and Anniversary Wishes

With Wealthelite software, you can easily set up alerts to wish your clients on their birthdays and anniversaries. This personalized touch shows clients that you value them, helping to build trust and loyalty.

  1. Valuation Reports

The software allows you to schedule and send valuation reports at regular intervals. Whether it's quarterly, monthly, weekly, or fortnightly, you can set alerts to remind you to send these reports via email or SMS. This ensures clients are always informed about their investments.

  1. Insurance Reminders

Life insurance and general insurance reminders can be crucial. The software lets you set alerts for policy renewals, making sure that neither you nor your clients miss any important dates.

  1. FD/Bond Maturity Reminders

For those clients who have invested in fixed deposits (FDs) or bonds, the maturity date is a significant event. Our software allows you to set alerts for these dates, ensuring that clients are reminded to reinvest or withdraw their funds.

  1. Goal GPS Reports

Financial goals need to be tracked regularly to ensure they are on track. The software enables you to set alerts for sending out Goal GPS reports, helping clients stay updated on their financial goals.

  1. SIP Dues Reminders

Systematic Investment Plans (SIPs) require regular contributions. Setting up alerts for SIP dues ensures that clients never miss a payment, keeping their investment plans on track.

How to Set Up Alerts

Setting up alerts with fund tracking software is straightforward. Here’s a quick guide:

  1. Login to Your Dashboard: Access your account on the Wealthelite platform.
  2. Navigate to the Scheduled Alerts Section: You can find the alerts section by clicking on the Utilities option on the dashboard screen. Here you can see the options to edit SMS/email alert, update/delete alert, and change email alert settings.
  3. Choose the Type of Alert: Select the type of alert you want to set up (e.g., birthday, valuation report, insurance reminder).
  4. Set the Date and Frequency: Enter the date and frequency for the alerts. For instance, valuation reports might go out monthly or as you like.
  1. Select the Notification Method: Choose whether you want the alert to be sent via email, SMS, or both.
  2. Save and Activate: Save the alert settings and activate them. The software will now automatically remind you and your clients as per the schedule.

 

Conclusion

In the fast-paced world of mutual fund distribution, staying on top of important dates is essential. With our mutual fund software in india, setting alerts for birthdays, anniversaries, valuation reports, insurance renewals, FD/bond maturities, goal GPS reports, and SIP dues is simple and effective. This not only helps in maintaining client satisfaction but also ensures compliance and better financial planning.

So, if you haven’t yet, it’s time to take advantage of these features and streamline your operations. Your clients will thank you for it!

Labels:
Location: Indore, India India

Comments

Post a Comment

Popular posts from this blog

Is Mutual Fund Software for Distributors in India a Good Investment for MFDs?

  The investment most MFDs ignore – but shouldn’t - as a Mutual Fund Distributor (MFD), your entire livelihood depends on helping others invest smartly. But have you ever stopped to think—what's your own smartest investment? Well, here's something you may have ignored: Mutual Fund Software for Distributors in India . Yes, it might just be the one investment that gives you the highest ROI—not for your clients, but for your business. Still unsure?  Read on and see for yourself. Why This Software is a Game-Changer for MFDs Whether you're handling 50 clients or 500, managing everything manually is tough. More importantly, it slows your growth. Here’s how the right software helps you scale and earn more: 1. Saves You Time ● No more shuffling between Excel sheets or paperwork ● Automated portfolio reports, reminders, and alerts ● Quick access to client data anytime, anywhere 2. Gives Your Clients a Better Experience ● Easy-to-read dashboards and reports ● One-click port...
Post a Comment
Read more

3 Reasons Your Business is Falling – And How Software for Financial Advisors in India Can Fix That

Managing a financial advisory business today is no small task. With demanding investors, rising expectations, and constant market changes—things can get messy. If you’ve noticed your business slowing down, you’re not alone. But here’s the good news: You’re in the right place. This blog could be your turning point, because we believe the right software for financial advisors in India can solve many of these problems. Why is Your Business Falling? Let’s look at the top 3 reasons your business might be struggling, and how technology can help fix it. Reason 1: Investors Want Everything in One Place The Problem: ● Investors want to track mutual funds, stocks, insurance, FDs, etc., all in one place. ● If you offer only mutual funds, they may look elsewhere. The Fix: ● Provide a platform showing consolidated investment portfolios. ● Let clients track everything—easily. How Software Helps: ● Offers multi-asset tracking ● Delivers consolidated reports ● Increases investor stickin...
Post a Comment
Read more

How Mutual Fund Software ensures faithful decisions?

  Wealth Elite   employs several mechanisms to ensure faithful decisions. Here are some ways how mutual fund software ensures faithful decisions: Automated Processes:   Mutual fund software  uses automated processes for data collection, analysis, and decision-making. This minimizes the chances of human error and ensures that decisions are based on accurate and reliable data. Data Integrity:   Financial Advisor Software maintains data integrity by using robust data management practices. This includes data validation, data cleansing, and data reconciliation to ensure that the data used for decision-making is accurate, complete, and consistent. Risk Management:   Wealth Management Software incorporates risk management tools and techniques to assess and manage various risks associated with mutual fund investments, such as market risk, credit risk, liquidity risk, and operational risk. These risk management measures ensure that investment decisions are made...
Post a Comment
Read more