Hello, MFDs! Have you been hustling to grow your business? Ever wished there was a way to streamline operations, impress clients, and conquer those ambitious AUM goals? Well, worry no more! Here's why MFU integration in mutual fund software in India is the game-changer you've been waiting for. Imagine this: You're dealing with a busy HNI (High Net-worth Individual) who wants to invest across multiple AMCs. Manually handling all that paperwork would be a nightmare, right? But with MFU, it's a breeze. You can map their existing investments with just a one-time password (OTP). No more endless form filling, just happy clients! But wait, there's more! MFU goes beyond HNIs. Think about the time you save placing bulk orders. No more repetitive entries – just a single email, and you're good to go. This frees up your precious time to focus on what truly matters: building relationships and providing top-notch financial advice. Here's the magic MFU brings to your
Every client constantly likes to understand the situation of invested funds as to whether the portfolio is yielding desired profit or not and it’s a prominent thing because the money is put at risk to achieve high outcomes. Collecting the gain/loss summary of each investor manually by the distributor cannot be considered because the approach applies lots of computations and complexness. Thus to make the same process more straightforward Mutual fund software is developed by Wealth Elite that is completely qualified to show the profit and loss report instantly. Features: Opportunity to develop prospective scenarios of investment. Prevalent details of acquisition, redemption, and switch-in. Real investment deals on the current date. Calculation investment outcome for any period. Declaration of investments with charts and synopsis. Therefore, the distributors need to hold the appropriate feature to sustain full clearness with investors about their investment. It even aids distribut