Mutual fund distribution doesn't merely involve suggesting funds. It requires comprehensive research, market awareness, staying updated with trends, and accurate calculations. This process can be daunting and time-consuming, prone to errors, diverting attention from crucial business growth. Challenges of Manual Research Time Consumption : Manual research demands significant time investment, detracting from core business activities. Prone to Errors : Even minor mistakes can have significant repercussions, impacting client trust and business reputation. Less Focus on Growth : With resources tied up in research, there's limited scope for strategic business expansion. How Mutual Fund Software Simplifies Research A reliable Mutual fund software for distributors , like Wealth Elite, serves as a beacon of efficiency with multiple tools and features that ease the research process, helping Mutual Fund Distributors with decision-making. Comprehensive Analysis Tools SIP, SWP, and STP P
With the introduction of Robo Advisory platform the functions of the mutual fund distributors are reduced and focus on the primary areas of business has increased. The reason behind is that the platform is self capable to perform task on behalf of advisor which means without intervention of human being. The Mutual Fund software brought by Wealth Elite changed whole scenario of the business transaction after the arrival of Robo Advisory app in the mutual fund investment industry. Key Features: Instant on boarding of clients within no time. Transactions can be performed through remote locations. Minimum human intervention is done. Helps in instant investment. Provides E-Mandate facility for uninterrupted SIP. Problem without Robo Advisory App: Performing instant transaction will be typical for advisor. Immediate investment is not possible. Manual recording of details is time consuming process. Distributor need to perform manual on boarding of investor. The major challenge of