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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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Can You Invest in Equities With Mutual Fund Software?

 Yes, you can invest in equities with mutual fund software! This is great news for mutual fund distributors (MFDs) who want to offer more to their clients. Let’s explore how our software helps MFDs and their clients invest in equities efficiently and effectively. 



Onboarding Clients

The first step in investing in equities is onboarding clients. Our fund tracking software simplifies this process. Instead of dealing with a mountain of paperwork, MFDs can easily add new clients using our digital platform. All necessary information is collected online, making it quick and hassle-free. This means that MFDs can focus more on helping their clients rather than getting bogged down in administrative tasks.

Easy Transactions

Once clients are onboarded, they can start transacting in equities. Our fund management software provides a user-friendly interface where investors can buy and sell equities seamlessly. Clients can view available stocks, check their prices, and make informed decisions with ease. This real-time access to market data ensures that clients are always aware of their investment options and can act swiftly.

Viewing Holdings and Positions

One of the standout features of our financial software is the ability to view holdings and positions in real-time. Clients can see all their equity investments in one place. This transparency helps clients track their portfolio's performance and make informed decisions. MFDs can also use this feature to provide better advice and personalized recommendations based on current holdings.

KYC Modifications

Keeping client information up-to-date is crucial, and our software makes this easy too. KYC (Know Your Customer) details can be modified directly within the platform. If a client’s address, phone number, or any other detail changes, it can be updated quickly. This ensures compliance with regulatory requirements and helps maintain accurate records.

Benefits for MFDs and Clients

Time-Saving

By using our top mutual fund software in india, MFDs save a significant amount of time. Onboarding, transactions, and KYC modifications can all be done quickly and efficiently. This allows MFDs to focus more on providing value to their clients rather than handling administrative tasks

Enhanced Client Experience

Clients benefit from a seamless and transparent investment experience. They can easily invest in equities, track their holdings, and make changes to their personal information without any hassle. This ease of use builds trust and satisfaction among clients, leading to stronger client relationships.

Better Decision-Making

Access to real-time data and comprehensive views of holdings empowers both MFDs and their clients. Clients can make informed decisions about their investments, while MFDs can offer more accurate and personalized advice. This leads to better investment outcomes and a higher level of client satisfaction.

Conclusion

In conclusion, investing in equities is not only possible but also highly efficient with our software. MFDs can onboard clients effortlessly, facilitate smooth transactions, provide real-time access to holdings, and manage KYC details easily. This comprehensive approach saves time, enhances client experience, and leads to better investment decisions. By using our software, MFDs can offer a robust platform that meets all their clients’ equity investment needs.

To learn more about how our software can help you and your clients invest in equities, visit our website.

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