Each client has curiosity to know the position of invested funds as the portfolio is producing expected gain or not because the funds possess risk and clients want to attain high results. Accumulating gain/loss summary of each client manually by distributors cannot be thought because the process involves multiple calculation and issues. Therefore in order to simply the process Mutual fund software is…

Running a business is always based on decisions and actions you choose looking at the current scenarios along with forecasting future scope. Mutual Fund Business has reserved a unique spot in the finance industry and captures eyes of distributors due to its lucrative income potential.  We know that mutual funds are a great way to make money for investors and distributors as well, but what are the best practices for running a successful mutual fund distribution…

The promotion of business is the key for businesses to get identified into the industry and attract clients on continuous basis without which also the survival of any business is not possible. In order to take the business to the next level the distributors need to adapt the platform that helps them in uplifting the business performance which can be done through solutions like white labeling available in Mutual Fund…

The distributor capability to deal with multiple clients has been increased since the arrival of the facilitating platform. In former days when business operations were entirely dependent upon humans and the processes used to be time consuming. The AI based technology has removed the dependency from human and brought the capability to perform automated transactions and activities. The Wealth Elite has…

The performance and achievements of a firm is identified through the latest tools and technology it has which also assists them in competing in the market for securing higher position. The advisors cannot assume to survive in the industry in absence of relevant tools. The Mutual fund software developed by Wealth Elite is a bundle of solutions for the…

Investments are always seen as a riskier utilization of money and holds high chances of loss due to uncertainty in the values of the funds. The distributors involved in business of money management of investor’s bear’s heavy risk as unsatisfactory services to any client can take business on the verge of closure. With the change in the business techniques the distributors started managing business through digital platform.

The…

The segment of investment is highly volatile and not easy either for the advisors or investors to survive just due to movements in the stocks based on events, news or incident. Many advisors came on the verge of closure because of ignoring technology improvement in the industry. Since the launch of Mutual Fund Software in the industry the reality for advisors has been changed as the new emerging technology…