Mutual Fund Software | Mutual Fund Software For Distributors and IFA

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Why Mutual Fund Software Conducts Research Before Investment?

The research is vital as to assume the future scenarios of investment market due to the high volatility in the prices of the schemes. The Mutual fund software helps in correct selection of schemes. For more information, visit@- https://wealthelite.in/

How Mutual Fund Software for IFA Stores Client’s Documents?

The advisor can upload scanned documents of the investors which are secured through password and gives access to the authorized person. The Mutual fund software for IFA helps advisors to transact instant with the consent of the clients. For more information, visit@- https://wealthelite.in/

How Mutual Fund Software Simplifies KYC Process?

The days were gone where initiating investment seems to be a long step process and involve physical presence of the parties as the investor had to visit authorized center for the verification. Due to the dynamic trend in the business technologies no method persists for a longer period like such the traditional pattern is even replaced with emerging solution. The digital form of collecting client’s information is the future of business and keeping the same thing in mind Wealth Elite has introduced the Video KYC facility in Mutual fund software for Distributors. The aim is to assist advisors and their clients in accomplishing KYC formalities from the comfort of home. Key Features: Collected information is secured on cloud servers and prevents cyber theft. Attract clients from remote locations. Convert your prospective client into real investors with rapid process. Online platform to access from anywhere. Paperless collection of information in a scanned format. The firms engag

Why Mutual Fund Software deals with Multiple Assets?

Since a decade investment sector has attained boom and attracted attention of many investors because of its potential to generate lucrative returns within limited time. As a result many fresher’s even with no prior knowledge of investment has shown interest in investing funds and also the multiple segments are available to take a stake in that generates the need of a platform capable to handle all at a glance. The nature of investors is usually diversified where funds are spread proportionately in order to deviate the risk from funds. The Mutual Fund Software for IFA & distributors developed by Wealth Elite that conveniently manages entire investment of clients within different segment. Key Features: Valuation of shares can be performed with the help of software. EPF and PPF table can be viewed for detailed transaction history. Details of prematurity encashment are analyzed through the feature. Property possessed by the investor is recorded and present valuation can be done. Da

How Mutual Fund Software for Distributors Serve Excellence in Firm?

With the increasing competition in every segment the need of technology is foremost for every business, the more the advance technology is, higher are the chances of getting success. The advisors dealing in the market of investments are needed to work with latest tool that reduces their work burden and focuses on delivering optimum solution. The Mutual Fund software for Distributors is primary requirement for every firm that fits in the business and performs all the necessary tasks that needed for the growth of the business. The Wealth Elite is the leading brand in providing such solutions to the advisors that helps advisors business to grow. Benefits in business: Continued services are provided to clients. Minimum efforts are required to manage business work. Enhances accuracy and productivity of the firm. More clients can be acquired in less time. The technical platform eases the operations and efforts of the advisors and contributes efficiency. With the help of software not

How Mutual Fund Software for Distributor Strengthen Advisory Business?

The advisors in previous times use to operate business without any technological assistance that lacks the capacity to do more with fewer efforts. Since the birth of software and technologies the scenario has been completely changed for advisors as many of them are able to conduct business operations smoothly without facing any interventions. The Wealth Elite is assisting advisors business through Mutual Fund Software for Distributors increase the potential of advisors and to deal with multiple investors and turned the challenges of business into a reliable opportunity that derived revenue sources for the business. Even many businesses losing market share has recaptured the previous position with the help of technology. Advantages to advisors in business: Sales maximization with effective investment strategy. High tech features of Goal GPS, Financial Planning and many more. Convenient to handle multiple clients. Ensures business growth with client retention. Issues due to absen

How Mutual Fund Software for Distributors Raises Business Standards?

The distributors have a vast range of network with clients and managing bulk of clients is not an easy task. In such scenarios one definitely needs a technical assistance having the potential to handle all networks simultaneously without ignoring the interest of any single party. In order to overcome this challenge Mutual Fund Software for Distributors is introduced who can play relevant subsidiary role in performing back office operations and that too with maximum efficiency. The Wealth Elite is the top provider of such platform which helps in dealing with clients and facilitates to perform through digital platform without any interruption. The software proves beneficial for Distributors: Instant evaluation of portfolio stimulates investor’s profile. Multiple features solve various issues of advisors. Manages large network of distributors with efficiency. Effective management of different assets held by investors. Improves revenue for the business of advisor. Thus the

Why Mutual Fund Software for IFA is Mandatory for Business?

In every business resources and tools are major elements that decide the future of any business and even it’s difficult to pursue business operations without having an effective tool or technology. Likewise, the advisors business is also depend upon technology which let them control their business from any part of the world. The Mutual Fund software for IFA is an integral part of the advisors business which gives them freedom of operating business without any restrictions. The advisors got the facility due to Wealth Elite who developed the premium platform just to ease the working of the advisors. Benefits to the advisors: Effective platform to manage multiple investments. High tech advance features to deal with business issues. Reduces cost and improves efficiency. Systematic reports generation for investment planning. Financial calculators for estimating future returns. The benefits of the software are worth effective and contributing additional values for the business along

What is Actually a Goal GPS?

Basically, Goal GPS act as roadmap for advisors and clients as well to predefine the long term investment objectives along with preparing a standard plan to comply the set goals. Being an advisor you cannot only set goals for the clients but also help them in mapping and allocating funds through different assets along with the mutual fund investment. You can set goal for every status of clients either rich, middle or low status of investors. Why do you need to set goals for investors? It has been seen that advisors who link the investor’s goal with real life objectives easily connects and converts the prospect into their client because an investor with a single objective of high returns can easily give up from the market at the time of low returns. Contrary, those investors who enter the mutual fund software market with some specific goals are the ones who stay for a long term until the objectives are accomplished. Setting goals also connects the investors with an emotional to

Video KYC - An Economic Solution For Advisors and Investors

The days were gone where initiating investment seems to be a long step process and involve physical presence of the parties as the investor had to visit authorized center for the verification. Due to the dynamic trend in the business technologies no method persists for a longer period like such the traditional pattern is even replaced with the emerging solution. Although the previous form of collecting KYC seems to be expensive which was adding the operational cost for the firm. While from the perception of investors standing in a long queue was hectic and inconvenient method of getting verified. What’s New? Being a busy schedule of every individual time is a crucial asset for investors and advisors too which is spent in a planned manner. Thus keeping in mind the same thing a new initiative of home based KYC has been introduced popularly known as Video KYC in the Mutual Fund Software for IFA which allows advisors to collect initial formalities of investors through online portal. Some

Online ATM or Savings Account Which One is Better

The circulation of funds is the most effective way to utilize the productivity of funds at optimum manner. In case any individual keeps the surplus funds idle then he tends to lose the chance to earn extra bucks on the same funds. But, not only engaging money assures productive returns unless vested into right platform because the time value of money has great significance in investment sector. Due to the economic slowdown the interest rates are massively affected and moving across the lower level. The investors are not getting a platform to enjoy more returns on investment with less risk like before. The funds of investor’s remains underutilized due to stagnant economy. Where advisors should divert client’s surplus funds? Several advisors receive the same query from investors regarding parking of surplus funds and the way they can attain more rate of interest than usual. Now advisors got the opportunity to recommend the investors regarding the new launched facility of “ Online ATM

How Wealth Elite Assist in Generating Profit and Loss Valuation Report?

Every investors eagerly wants to know the status of his/her invested funds as whether the portfolio is generating expected gain or not and it’s a obvious thing because the funds are put on risk with a aim to acquire high returns. Gathering gain/loss summary of each investor manually by advisors cannot be assumed because the process involves lots of calculations and complexities. Thus to make the same process simpler a Mutual fund software is developed popularly known with the name of Wealth Elite that is fully capable to present the profit and loss report instantly. Features of Profit and Loss Report: Estimate investment result for any duration. Option to generate future scenarios of investment. Presentation of investments with graphs and summary. Overall details of purchase, redemption and switch in. Accurate investment values on current date. Why P&L Report is essential? The advisors through sharing the relevant report can deliver the fair statement of investment through whi

How An Advisor Can Manage Client’s Multiple Assets?

Since a decade investment sector has attained boom and attracted attention of many investors because of its potential to generate lucrative returns within limited time. As a result many fresher’s even with no prior knowledge of investment has shown interest in investing funds and also the multiple segments are available to take a stake in that generates the need of a platform capable to handle all at a glance. The nature of investors is usually diversified where funds are spread proportionately in order to divert the risk from funds and to attain gains even in the worst scenarios. But managing all such assets of each investor is not easy for advisors until an effective platform is available. 5 Assets one Platform: Wealth Elite FD/Bonds. Postal Equity Commodity Real Estate. With the feature of assets management now advisors can easily handle all different assets held by an investor. The details can conveniently be managed and presented to the clients on demand. Also the modification c

How Advisors can Advertise Through White Labeling?

The secret of a business success is hidden in its marketing strategy which makes its stand apart from the entire different firm within an industry. The advisor having great services and strategy for investment cannot attract attention of large number of clients unless adopted an effective promotional technique. The platform used for promotion is also crucial which decides the cost of advertising and also sometimes proves expensive due to which moves beyond the budget of advisors. Having a digital platform along with your brand name is the latest form of self branding which assist to reach maximum clients with fewer efforts and brings fresh traffic to your domain across the globe. White Labeling: A Cost Effective Solution Due to lack of a platform for branding many advisors face issues in continuing the business even after providing best services and having high skills to manage portfolios. White labeling brings the expertise in the business with own name. White Labeling is a techn

What is The Significance of Mutual Fund Software For Advisors?

As the economy is getting pace in every aspect each individual needs to adapt the changing pattern and should accept the modern method of operations to survive in the competitive market. Likewise in the field of investment market many new advisors are entering into the field after looking it as lucrative source of revenue and getting more success in comparison to those working since a long. The reason behind their quick achievement is Mutual Fund Software developed by Wealth Elite which is taking them a step ahead of the existing advisors using the traditional methods. Wealth Management tool assists in the operations of financial advisors and also brings efficiency which improves client satisfaction. Importance of software for Advisors: Technology-driven: With the fast-paced economy the advisors must work by adopting the technology that facilitates to compete with the competitors in the current trend. The mutual fund software is beneficial for advisors to deliver the desired

How Mutual Fund Software Proves Beneficial For Investors?

Usually, the investors having surplus money invest their amount in mutual fund with a view to generate higher returns but due to lack of knowledge or poor management of portfolio the invested amount proves to be wasted. But this does not mean that a fresh investor unaware to investment market shouldn’t enter or stay away. We are living in a world where technology is becoming the most helping hand of humans in any sector, industry or segment. Likewise the investors can initiate a step in investment market with the help of Mutual Fund Software developed by Wealth Elite which proves to be the most trusted assistant for any investor whether they are expert, average or new investors. What does software offers to investors? Consistent tracking of invested funds. Instant access to portfolio through mobile application. Forms uninterrupted communication with advisor. Investors can download multiple reports anytime. Delivers lucrative profits to investors. Benefits of software for inve

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