Key Takeaways ● External mutual fund holdings can leave your client records and AUM view incomplete. ● CAS uploads and OTP fetching bring those investments into your portfolio records. ● A top mutual fund software in India like Wealth Elite brings held-away data into wealth reports and family AUM reviews. ● A complete portfolio view supports clearer advice and informed consolidation discussions. Your clients may hold mutual funds across several platforms. Some investments came from an earlier distributor. Others were made through direct plans or external apps. You may manage their active transactions, but those outside holdings can remain out of view. That leaves gaps in your client reviews and family AUM records. A top mutual fund software in India can help you bring these investments into one view. How Can You Collect External Portfolio Data? Wealth Elite supports three ways to bring external mutual fund hol...
P2P may not be a traditional asset class like mutual funds, but it’s quickly gaining popularity among investors seeking higher returns. And here’s the catch—when they don’t find this option with their Mutual Fund Distributor (MFD), they often go straight to online platforms. That means missed opportunities and lost clients. Don’t let that happen to you. P2P lending is also possible if you have the right mutual fund software for distributors in India. You can do this from your dashboard. What is P2P Lending? P2P (Peer-to-Peer) lending connects individual lenders with borrowers through RBI-regulated platforms, without involving banks. Clients lend money online and earn interest on it. The borrower repays monthly, just like a loan EMI. This makes P2P a great fixed-income alternative, often delivering better returns than traditional debt investments. Can The Right Software Support P2P? Yes. Leading platforms like Wealth Elite now let MFDs offer P2P lending along with mutual funds an...