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Guide for a Mutual Fund Distributor to Choose the Right Back-Office Software

A Mutual Fund Distributor should choose back-office software that supports digital onboarding, multi-asset tracking, compliance readiness, clear reporting, and future scalability. The best mutual fund software helps MFDs reduce manual work, improve investor experience, stay compliant, and grow their business sustainably. What Is Back-Office Software for Mutual Fund Distributors? Back-office software for MFDs is a digital platform that helps manage: Client onboarding and KYC Transactions across AMCs and exchanges Portfolio tracking and reporting Business analytics and brokerage Compliance-related records Instead of managing multiple tools, a single system brings everything together in one place. The Best Guide for Choosing Mutual Fund Software Based on industry adoption trends and real-world usage in India, the best way to evaluate software is by focusing on five core areas: Smooth Mutual Fund Transactions Asset Coverage Client Experience Research Tools Business Visibi...

Can I Offer Bonds and P2P Lending Along With Mutual Funds Using The Top Mutual Fund Software in India?

For a long time, mutual fund distribution was seen as a single-product business. You offer mutual funds, you executed mutual fund transactions, and you tracked mutual fund portfolios. But investor expectations have changed. Today, investors don’t think in products — they think in outcomes, like stable income, capital protection, predictable returns, diversification, and better risk control. And that’s where offering only mutual funds sometimes falls short. This is why the top mutual fund software in India is evolving into multi-asset platforms, allowing you to offer bonds and P2P lending alongside mutual funds — all from one place. Why Investors Want More Than Just Mutual Funds Today Not every investor is comfortable with market-linked volatility. Many investors ask: ● “Is there something safer than equity funds?” ● “Can I get a regular income?” ● “Can I invest part of my money outside the market?” Bonds and P2P lending help addr...

Can I Track the Last Date of a Client’s Investment With Mutual Fund Software for Distributors in India?

As an MFD, tracking client AUM is a daily activity. You know exactly how much each client has invested, where their money is allocated, and how their portfolio looks today. But there’s one critical question that often gets missed: When did this client last invest? Because AUM alone doesn’t tell you whether a client is still active or has silently stopped investing. This is where mutual fund software for distributors in India adds a very important layer of insight — by showing the Last Investment Date directly in the AUM by Client report. What is the AUM by Client Report? The AUM by Client report provides MFDs with a consolidated, client-wise view of Assets Under Management (AUM). It shows the total investment value for each client, along with scheme-level and folio-level breakups, making it easy to understand portfolio size and structure at a glance. In addition to investment values, the report also displays the Last Investment Date in folio split mode. This allows yo...

Will Top Mutual Fund Software in India Help Me Track Investors’ Financial Year–Wise Performance?

As an MFD, one question comes up every single year—especially during review meetings and tax discussions: “How did my client’s portfolio perform this financial year?” Earlier, answering this wasn’t as simple as it sounds. You could see current values and transactions, but understanding year-on-year performance often meant juggling multiple reports or doing manual calculations. That’s where top mutual fund software in India , like Wealth Elite, brings a major improvement. What is a Financial Year–Wise Performance Report? A Financial Year–Wise (FY) Performance Report gives you a clear snapshot of an investor’s portfolio for each financial year. It shows just two critical numbers for every year: ● Opening Balance – Portfolio value at the start of the financial year ● Closing Balance – Portfolio value at the end of the financial year This simple structure answers the most important performance question directly: How much did the portfolio grow (or decl...

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...

How Does The Best Online Platform for Mutual Fund Distributors Helps Detect Non-Debited SIPs?

If you’re an MFD, SIPs are your backbone. They keep your AUM stable, your book consistent, and your long-term business strong. But there’s one silent problem that hurts almost every MFD without warning… Non-debited SIPs. You know those SIPs that are marked active, but for some reason, money never gets deducted from the investor’s bank account? Yeah. Those. They look harmless, but they can cause: ● declining AUM ● slipping client discipline ● missed compounding ● unnecessary follow-ups ● and long-term business loss The worst part? Most MFDs don’t even realise a SIP has stopped until weeks later. That’s exactly why you need the best online platform for mutual fund distributor like that offered by REDVision Technologies, which tracks non-debited SIPs instantly. Let’s talk about how it actually helps. First, what exactly is a Non-Debited SIP? It’s very simple. A SIP is active on paper…but the investor’s bank...

Can Distributors Survive Without Mutual Fund Software?

While every other distributor uses mutual fund software , there are still MFDs that prefer going manual. If you are one of them, this blog is for you. Let’s have an honest conversation — is going manual still fine in 2025? Or is it silently holding your business back? Let’s find out. Is Going Manual Fine? Many MFDs feel that manual processes give them more control. Some even believe that software is complicated or expensive. But here’s the truth: ● Manual work eats up time. Updating portfolios, sending reports, and managing transactions manually takes hours. ● Human errors are common. One small mistake in calculations or data entry can create big problems later. ● Slow response time. Clients today expect instant updates — manual work simply cannot match that speed. ● Hard to scale. If you want to grow your client base, manual processes will soon become overwhelming. So, while going manual might seem fine now, it may be slowing yo...

Can I Track SIP Data Individually for Family Members in Mutual Fund Software in India?

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,...

Can I Track SIP Data Individually for Family Members in Mutual Fund Software in India?

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 ● Pe...

Can I Track Investors With Missing Details Through Mutual Fund Software?

If you're an MFD using mutual fund software and handling a large AUM, you already know the drill: more clients mean more data, and more data means more responsibility. But here’s the thing: SEBI regulations are becoming more and more strict. And rightly so. Investor data needs to be complete, updated, and verified. Now the question is: How do you track which investors have incomplete or missing information? Let’s explore how. Track Missing Details With Mutual Fund Software for IFA Modern portfolio management Mutual Fund Software for IFA like Wealth Elite now includes a Missing Investor Details Report, a.k.a. the non compliance report - a handy tool that makes compliance easier. This report is designed specifically to help MFDs like you identify clients whose data needs attention. What Does This Report Show? It lists investors who are missing key details such as: ● PAN Number ● Mobile Number ● Email ID ● ...

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