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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 Mutual Fund Software Improve the Life of an MFD?


Let's be honest, managing a mutual fund business can feel like rocket science. You're juggling client calls, tracking investments across different platforms, and generating reports. And that too while trying to stay on top of ever-changing regulations. It can be overwhelming! 

But what if mutual fund software can simplify all of these tasks for you? Wealth Elite is one such reliable software. Think of it as your assistant, automating many of the tedious tasks that eat up your time. This powerful technology can ease your operations. Which can improve client relationships and ultimately help you grow your business.

Introducing Efficiency

Forget the days of managing Excel sheets and manually tracking client portfolios. Those days are over! mutual fund software for distributors replaces those tedious days with a centralized platform.

Onboarding Made Easy: Bringing on new clients can be a lengthy process. But with automated workflows and digital forms, your software can quickly gather the necessary information. Which makes the onboarding process smoother for both you and your clients.

Portfolio Tracking Simplified: Imagine effortlessly keeping track of all your clients' investments across different funds and platforms. These software programs provide a single dashboard to watch performance, identify potential risks, and make informed decisions.

Order Placement Made Seamless: Placing orders and tracking their execution just got easier. Your software can integrate with various platforms, allowing you to place orders quickly. On the other hand, you can keep track of the order progress in real time.

Compliance Made Effortless: Staying compliant with all the regulations is important for an MFD. The software helps you stay on top of things to ensure compliance with regulatory requirements.

Conclusion:

Technology is no longer a luxury for MFDs; it's a necessity. By embracing wealth management software, you can smooth out your operations and achieve efficiency and accuracy as well. This improves client satisfaction and ultimately achieves greater success.

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