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...
SIP is the backbone of an MFD’s business. You handle hundreds of SIPs every month—and tracking them can get messy, especially when multiple family members invest under one family code. You need a system like mutual fund software in India that shows: Clear data for each investor. Easy tracking without manual work. Actionable insights for better advisory. Many distributors struggle to give personalized advice because family SIPs are often viewed as a single number. Without seeing individual data, it’s hard to guide clients on their goals, suggest top-ups, or spot potential issues. That’s why having a member-wise SIP report is a game-changer. View Member-Wise SIP Reports in Family View What Changed Earlier: Only a total SIP amount for the whole family. Now: Separate SIP data for each member—right inside the family view in the top mutual fund software in India . Why It Helps Personalized Services– See individual SIP performance. Better Tracking – Spot increases, decreases,...