Choosing the best mutual fund software for IFA in India is very crucial for their business growth. IFA must consider several factors like user-friendliness, simplified onboarding, specialized tools to acquire & retain clients’, better security, white labeling solutions, and efficient after-sales support. For more information, visit https://wealthelite.in/

To fulfill every investor’s requirement, it is important to design financial plans according to their goals and risk appetite, the mutual fund software in India give access to distributor to modify its elements as per their need. For more information, visit https://wealthelite.in/

Wealth Elite is the best mutual fund software for distributors as it furnishes multiple features that are Goal GPS, Financial planning, Online ATM, Portfolio rebalancing, Wealth Report, Video KYC, white labeling etc. that makes it the No. 1 portfolio management platform. For more information, visit https://wealthelite.in/

Transformation is the key to success, whether it is in life or business. The 21^st century is the era of digitalization & businesses are growing exponentially using cutting-edge technology across industries. The Indian mutual fund industry is also growing at a tepid pace & targeting to touch 100 trillion by 2030. In order to match the pace, Mutual Fund Distributors (MFDs) are also required to adopt the best-in-class technology in their fund…

The 21^st century is the century of technology and digitalization.  Technology has not only enhanced the performance of all business operations but completely transform how businesses work across industries. Likewise, there is a prominent role of technology in transforming the work culture of Mutual Fund Distributors in India. With the intermediation of Fintechs offering Mutual Fund Software and other digital tools, MFDs are now able to focus on…

The advisor’s pattern and method of working have been entirely changed which transformed the era of investment also the Best Mutual fund software made advisors competitive in the industry which helps them to rule over the competitors in long term. For more information, visit https://wealthelite.in/

In the best mutual fund software for distributors in India, the Monthly MIS shows the inflow, outflow, and net flow data showing the amount of money that came into the business and went out of the business and the amount of which business had happened in a month respectively. For more information, visit https://wealthelite.in/

White label, portfolio rebalancing, online transaction, goal tracking, portfolio analysis, multi-asset management, video KYC are constitutive features that every fund provider should check before investing in mutual fund software. For more information, visit https://wealthelite.in/

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…

Being a mutual fund distributor you need to perform multiple tasks from searching for a new client to maintaining smooth relations with all existing clients. Many times you would have experienced a lack of assistance which is stopping in create a unique identity in the investment industry. Thus the need for a financial platform gets generated that can handle complicated tasks on behalf of you that systematize the back-office operations of the business.  …

In former times, managing business operations of an advisory firm used to be typical and were a challenging job as a result of which many firms went out of industry for lack of management. 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.

The distributor needs for an assistance…

The distributors functions are unlimited while handling the portfolios of multiple clients and not easy to deliver high returns on each portfolio without any assistance. The advisors need a technology which is capable to perform tasks on behalf of the advisors and smoothly operate the management of the business. The Wealth Elite has introduced Mutual Fund Software for…

The initial functioning of the firm is based on the software that enables distributors to control most of the task smoothly and induces the growth of the business. While looking some years behind the same tasks seems to be typical and time consuming those distributors even used to ignore due to its complexities. The Mutual Fund Software for Distributors developed by…

Every business has different level of competition and the business working in the industry uses different level of technology in order to gain the dominant position in the market. The firm which focuses on adapting latest tools and technology finds it easy to continue its operation, while the one who stays stick towards traditional method face multiple difficulties for survival.

Through the…