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Mutualfund software 2020-11-30
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The facility of online transaction simplifies the operations and services of business and allows quick purchase and sale facility.

The Mutual fund software for distributors assists advisors in generating excessive amount of revenue.

For more information, visit@ https://www.mutualfundsoftware.in/

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0
Red Vision 2019-04-29
img

This software wealth e office comes in a loom with a clear vision of providing data management services in the area of personal and corporate investments.

With this mutual fund software for IFA , exercising highly personalized mobile apps, you will be able to make one-to-one relationship with an investor.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

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0
REDVision Computer Technologie 2021-04-23
img

Every industry possesses heavy competition within itself as the firms providing services aims to capture more market share and to lead the industry.

The success depends upon the technology and tools used by a firm which assist them in fulfilling their final objective.

Through the effective platform the advisors can deal with more investors within less time and at low cost.REDVision Technologies provides the best Mutual Fund Software solutions to the advisors which facilitates in performing operations of the business.

Distributors working with help of the platform are much ahead of those who are dependent either on manual operations or outdated technology.FacilitiesAdvance services can be delivered to clients.More number of investors can be managed.Constant alerts on investment of clients.Instant services from remote locations.Paperless format for operations of business.In order to excel in the industry the distributors must need to have the facility to operate business from any part of the world and helps investors in achieving desired level of output.

Also the productivity of the entire firm increases with the adaption of the latest resources and also helps in acquiring more revenue for the firm within less time.For more information, visit @-https://www.redvisiontech.com/

collect
1
REDVision Computer Technologie 2021-04-14
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Forming reports for the portfolio of clients is a complex task for the advisors as it involves valuation and identification of fair progress of funds.

Advisors without a proper assistance find it difficult to ascertain the status of client’s funds.

With the help of Mutual Fund Software for IFA the advisors can easy assess the status of the funds invested by the clients.REDVision Technologies provides the best platform for the advisors to effectively manage the funds of the clients without any interruption.

The advisors using the platform are performing best in the industry.Benefits    True and fair status of investment.Generate reports at one click.No errors in the formed reports.Forms reliability with the clients.Helps in assessing future output.Issues in absence of reportsNo accurate status of client’s funds.Incomplete information of investment.No proper valuation of funds.Multiple errors in reports.The advisors need to have the assistance of the platform that eases the work and reduces the burden.

With the assistance of right technology the advisors can easily deliver services to each client and can maintain effective relations for the long term.

The advisors working with the help of platform are achieving best results.

collect
0
REDVision Computer Technologie 2021-04-19
img

Although advisors possess ample of knowledge for investing the funds of the clients but at some point they need assistance that assures their investment strategy which is possible through technology.

In lack of appropriate research the advisors find it typical to invest funds of the investors and don’t assure favorable results.

In order to properly invest and manage the funds the advisors need to adapt the trending technology.The Mutual Fund Software for IFA is best for researching schemes that gives best option for investing funds.

REDVision Technologies has made it possible for the advisors to conduct the research in effective form.Benefits of ResearchSelection of best schemes out of all.Maximum utilization of investor’s funds.Compare among different funds.Get various calculators within one place.Easily prepare model portfolio and factsheet.Challenges without ResearchNo specific strategy to invest funds.High risk on funds and chances of loss.No assessment of previous performance.Inaccurate planning will be formed.The advisors operating with accurate research are delivering expected results to the investors without any issue and improving the productivity of the business.

Also the research assures the strategy of the advisors formed for investing the funds of the clients.For more information, visit @-https://www.redvisiontech.com/

collect
0
REDVision Computer Technologie 2021-04-16
img

The relation of advisors with clients depends upon the services delivered which decides the span of working.

The more effective strategy an advisor will form for investing the funds of the clients, retaining the same investor will become easy.

The Mutual Fund Software helps advisors in forming effective strategy that gives desired results within stipulated time along with removes the risk from the funds of the clients and in order to keep the funds safe and secure.The REDVision Technologies is the top provider of the financial platform in the industry which empowers the business of the advisor.

The advisors using the software of the firm are getting benefit which is assisting them in maintaining relation with clients.BenefitsInvestment in profitable segments.Proportionate investment of funds.Maximum results on funds of clients.Advisors can adopt diversified investment strategy.Challenges without StrategyLack of knowledge for investment.High risk on funds and chances of loss.Frequent fluctuations on the funds.Irrelevant pattern of investment.The advisors need to choose best way to invest the funds of the clients that generate sufficient results as per the expectation of the clients.

Without proper strategy the advisors face difficulty in dealing with the investors.For more information, visit@- https://www.redvisiontech.com/

collect
0
REDVision Computer Technologie 2021-06-29
img

Every investors eagerly wants to know the status of 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 results.

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 for Distributors is developed by REDVision Technologies that is fully capable to present the profit and loss report  instantly.Features:Option to generate future scenarios of investment.Overall details of purchase, redemption and switch in.Accurate investment values on current date.Estimate investment result for any duration.Presentation of investments with graphs and summary.Therefore, the advisors need to have the relevant feature in order to maintain full transparency with investors pertaining to their portfolio.

It even assists advisors in developing further strategy of investment suitable to the profile of the investors after analyzing the risk and financial soundness of the client.The advisors through sharing the relevant report can deliver the fair statement of investment through which gaining investors trust becomes easy.

Along with it can help advisors to make changes in the current strategy, in case the results are not favorable or below expectations.For more information, visit @-https://www.redvisiontech.com/

collect
0
REDVision Computer Technologie 2021-07-08
img

The investment segment is highly volatile and not easy either for the distributors or investors to survive just due to movements in the stocks based on events, news or incident.

Many distributors firm came on the verge of closure because of ignoring technology improvement in the industry.

Since the launch of Mutual Fund Software for IFA the reality for distributors has been changed as the new emerging technology have made it easy to handle complex task and operations of business.

The productivity of the firm has been upgraded for those distributors who adapted the dynamic change.Conducting business activities and pursuing transactions has become convenient for distributors through the Mutual Fund Software which not only proved beneficial for IFA’s but also for the investors.

The technical platform facilitated in dealing with the challenges that arrives in the field of investment.Benefits to distributors through software:Conversion of difficult and challenging task into convenient process.Systematic financial planning for client’s portfolio.Paperless record of important information of clients.Quick interaction platform for distributors and investors.Bulk management of users and distributors of the business.Special Features:Data Management: The software manages the data of clients on behalf of advisor which reduces the operational cost for distributors and thus helps in securing more revenue for the business.Business Assistant: The software is personal assistant of distributors which perform advance operations in the benefit of business and ensures growth of the business at reasonable cost.Financial Calculators: The advanced financial calculators assist distributors in performing complex calculations of returns for the future that can be achieved through present investment.The distributors following traditional method of business management are on the stage of closure because staying rigid to the same technology makes the whole business obsolete and cannot generate anything rather than loss for the business.

Thus, it is better for distributors to stay being adaptive towards latest techniques in order to secure the major position in the industry.Those distributor moved along with the dynamic changes are at the better positions and setting a benchmark in the industry for competitors.

collect
0
REDVision Computer Technologie 2021-05-17
img

Due to the ongoing global scenarios almost every business is suffering impact of shutdown as closure of business activities.

In such time only those firms are getting benefit that can operate whole business virtually through digital platforms.

The business of Mutual Fund Distributors can also be operated from the online software in the form of financial platforms that allows them to deliver constant services without any interruption.The Mutual Fund Software developed by REDVision Technologies is the best platform for managing the funds of the investors as it is backed with advance features and facilities.AdvantageOperate business from anywhere with no restrictions.Get entire control of business virtually.Deliver services to clients from few clicks.Online investment and transaction facility.More work at fewer efforts.The adaption of the platform is beneficial for the distributors as it reduces the cost of operations and reduces physical dependency of the advisors.

In absence of the financial platform the advisors get interruption in dealing with investors.The distributors should adapt the business changes and go for the technology that assists in improving performance of the business within current trends and changes.For more information, visit @-https://www.redvisiontech.com/

collect
0
Wealth Elite 2021-04-10
img

The efficiency of working increases as the new technology forms a place in the firm through which the efforts of the advisors get minimize while the revenue gets a boost.

Without having assistance of the platform the advisors find it difficult to deliver services to the clients.

The performance of the entire firm increases via efficient platform and also optimizes the funds of the investors.The Mutual Fund Software developed by Wealth Elite proves economical and best for the business of advisors which have each type of solution as to make advisors business smoother.

Even it helps in achieving beyond the expectation of advisors and investors that improves the relation between the parties.BenefitsConsistent tracking of performance.Smooth management of client’s funds.Uninterrupted services at low cost.All solutions within one platform.Instant report in few seconds.Issues without platformNo fair platform to measure results.Difficulty in delivering services to clients.Lack of productivity in business.High operational cost.In order to run a mutual fund business smoothly the advisors need to opt the technology that helps them in surviving and competing in the industry for a long period.

Without assistance of such platform advisors find it typical to manage business.For more information, visit@-https://wealthelite.in/

collect
0
REDVision Computer Technologie 2021-05-19
img

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 Mutual Fund Software developed by REDVision Technologies is one of the secured platforms for the distributors to manage the funds of the investors which include various facilities.FacilitiesPassword protected access to the portfolio.No access to unwanted individuals.Control funds from any place with no issue.Secure documents of the clients at the platform.No chances of cyber theft.The digital platform is wholly secured as to enable the distributors in operating the business that assures success of the firm.

Without adapting the platform it becomes difficult to deal with the clients and handling the multiple clients at a time.Therefore the distributors need the wealth management platform in order to regulate the activities of the business that helps them in surviving in the market.

For more information, visit @-https://www.redvisiontech.com/

collect
0
Wealth Elite 2021-03-12
img

With the changing era the method of conducting business even changes and makes smarter way of managing firm.

The previous techniques and method involves human efforts and includes lots of complexities that create issues in the business.

But through the assistant of the technology the advisors can cope up with every issue arriving in the business.Wealth Elite provides effective Mutual Fund Software that helps in growing the funds of the investors within no time and guides advisors in taking right step to promote the status of funds.

The entire management of the firm becomes smooth and efficient at low cost.

Benefits of platformSystematic investment of funds.Continuous tracking of the investments.Alerts to prevent from suffering loss.Effective diversification for optimum utilization.Safe results on the funds of the clients.Issues without softwareLack of investment management.No tracking facility.Funds of clients remain unutilized.High risk on invested amount.In order to enhance the performance of the business the advisors need to adapt the latest tool and platform which helps in competing in the market and allows capturing maximum percentage.

Therefore moving towards updated technology should be the choice of the advisors to deal with all difficulties of business.For more information, visit@-https://wealthelite.in/

collect
0
Wealth Elite 2021-03-30
img

Each industry grows with time which also leaves an impression upon the company operating in, as a result of which the changes are adopted as a usual practice by the business.

The advisors working in the mutual fund business continuously need to implement the latest tools to battle in the market.Wealth Elite is the best provider of wealth management solutions delivering a complete solution to advisors.

Determining the right provider is the first step advisors need to take for success.Here are some common benefits of the financial platform to advisors Portfolio ManagementIn absence of technology, the advisors were not capable of managing multiple investors at a time, and also managing the portfolios of such investors becomes confused with no support.

The financial vehicle increases the productivity of the funds and adds more capability to the business of the advisors.

Also, the advisors can interpret the portfolio at a glimpse.

KYCGetting KYC is required for the advisors before investing the funds of the investors and through the online platform, the advisors can quickly collect KYC without a face-to-face meeting.

collect
0
Wealth Elite 2021-03-26
img

Few years back advisors used to collect KYC through manual method wherein physical documents and verification was involved in the process.

This process even consumes lot of time of advisors and investors and ultimately proves costly.

Such pattern hampers the growth of the firm and impacts other functions too.The Mutual Fund Software easily solves the issue of the advisors through Video KYC feature that reduces the efforts of the advisors.

Wealth Elite provides best services to the advisors through wealth management platform.Benefits of Video KYCQuick verification within no time.Low cost solution.Saves time of advisors and investors.Online process of verification.Access from anywhere.Issues without Video KYCLong time in verifying investors.Advisors need to manage physical documents.High cost of operation.Limited number of investors can be verified.Thus, video KYC is the first priority for the advisors in order to deliver effective and fast services to the clients and also improves the efficiency of the firm.

The advisors not using the latest features and technologies are facing issues in their firm and finding it difficult to attract new investors and also managing the existing one.

collect
0
Wealth Elite 2021-04-06
img

Advisors manages investment of multiple clients at a time and analyzing status of every investors portfolio at regular interval is essential in order to ensure expected performance of the funds.

In absence of proper and potential platform the advisors find it difficult to track the status of all the funds at a glance.

To solve the issue facility of wealth report has been introduced by Wealth Elite in Mutual Fund Software that eases the analysis of the portfolio through the report.Benefits of Wealth ReportAscertain actual investment status within few seconds.Differentiate between insurance & investment portfolio.Analyze portfolio asset allocation.Identify profit and loss on the invested funds.Entire funds valuation at one place.Issues without Wealth ReportNo exact information about present value of funds.Tracking portfolio becomes challenge for advisors.Services to all clients can’t be delivered at a time.Manual formation of reports consumes a lot time.The advisors need to have the updated features which help them in delivering rapid services with accuracy that too at a low cost.

Wealth report feature gives freedom to advisors to form reports instantly from anywhere at no extra efforts.

Advisor who depends upon previous methods finds it typical to manage their business operations.For more information, visit@-https://wealthelite.in/

collect
0
Wealth Elite 2021-04-13
img

Through the multiple reports the advisors can easily identify the status of investor’s portfolio which helps them in forming decision for optimizing the funds of the clients.

Every report has its own significance and fulfills particular need of the advisor which allows in instant delivery of the services.

The Mutual Fund Software for IFA ensures smooth management of advisors business that is possible through the platform offered by Wealth Elite which enhances the services of the advisors.

BenefitsPortfolio live valuation and status.Fair value of profit and loss.Quick transaction history at one click.Generate business opportunity report.Extract matured investment report.Issues without featureNo fair valuation of funds.Forming reports will be difficult.Inaccurate status of present funds status.No proper assessment of funds.Through the help of all these multiple reports the advisors operations becomes easy and enhances the satisfaction of all the investors.

The service quality also increases which improves the relationship between the advisors and the investors.

Thus the advisors should have the facility to develop such reports in an instant manner that reduces their burden and presents the results within few seconds.For more information, visit@-https://wealthelite.in/

collect
0
Mutualfund software 2020-11-30
img

The facility of online transaction simplifies the operations and services of business and allows quick purchase and sale facility.

The Mutual fund software for distributors assists advisors in generating excessive amount of revenue.

For more information, visit@ https://www.mutualfundsoftware.in/

REDVision Computer Technologie 2021-04-23
img

Every industry possesses heavy competition within itself as the firms providing services aims to capture more market share and to lead the industry.

The success depends upon the technology and tools used by a firm which assist them in fulfilling their final objective.

Through the effective platform the advisors can deal with more investors within less time and at low cost.REDVision Technologies provides the best Mutual Fund Software solutions to the advisors which facilitates in performing operations of the business.

Distributors working with help of the platform are much ahead of those who are dependent either on manual operations or outdated technology.FacilitiesAdvance services can be delivered to clients.More number of investors can be managed.Constant alerts on investment of clients.Instant services from remote locations.Paperless format for operations of business.In order to excel in the industry the distributors must need to have the facility to operate business from any part of the world and helps investors in achieving desired level of output.

Also the productivity of the entire firm increases with the adaption of the latest resources and also helps in acquiring more revenue for the firm within less time.For more information, visit @-https://www.redvisiontech.com/

REDVision Computer Technologie 2021-04-19
img

Although advisors possess ample of knowledge for investing the funds of the clients but at some point they need assistance that assures their investment strategy which is possible through technology.

In lack of appropriate research the advisors find it typical to invest funds of the investors and don’t assure favorable results.

In order to properly invest and manage the funds the advisors need to adapt the trending technology.The Mutual Fund Software for IFA is best for researching schemes that gives best option for investing funds.

REDVision Technologies has made it possible for the advisors to conduct the research in effective form.Benefits of ResearchSelection of best schemes out of all.Maximum utilization of investor’s funds.Compare among different funds.Get various calculators within one place.Easily prepare model portfolio and factsheet.Challenges without ResearchNo specific strategy to invest funds.High risk on funds and chances of loss.No assessment of previous performance.Inaccurate planning will be formed.The advisors operating with accurate research are delivering expected results to the investors without any issue and improving the productivity of the business.

Also the research assures the strategy of the advisors formed for investing the funds of the clients.For more information, visit @-https://www.redvisiontech.com/

REDVision Computer Technologie 2021-06-29
img

Every investors eagerly wants to know the status of 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 results.

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 for Distributors is developed by REDVision Technologies that is fully capable to present the profit and loss report  instantly.Features:Option to generate future scenarios of investment.Overall details of purchase, redemption and switch in.Accurate investment values on current date.Estimate investment result for any duration.Presentation of investments with graphs and summary.Therefore, the advisors need to have the relevant feature in order to maintain full transparency with investors pertaining to their portfolio.

It even assists advisors in developing further strategy of investment suitable to the profile of the investors after analyzing the risk and financial soundness of the client.The advisors through sharing the relevant report can deliver the fair statement of investment through which gaining investors trust becomes easy.

Along with it can help advisors to make changes in the current strategy, in case the results are not favorable or below expectations.For more information, visit @-https://www.redvisiontech.com/

REDVision Computer Technologie 2021-05-17
img

Due to the ongoing global scenarios almost every business is suffering impact of shutdown as closure of business activities.

In such time only those firms are getting benefit that can operate whole business virtually through digital platforms.

The business of Mutual Fund Distributors can also be operated from the online software in the form of financial platforms that allows them to deliver constant services without any interruption.The Mutual Fund Software developed by REDVision Technologies is the best platform for managing the funds of the investors as it is backed with advance features and facilities.AdvantageOperate business from anywhere with no restrictions.Get entire control of business virtually.Deliver services to clients from few clicks.Online investment and transaction facility.More work at fewer efforts.The adaption of the platform is beneficial for the distributors as it reduces the cost of operations and reduces physical dependency of the advisors.

In absence of the financial platform the advisors get interruption in dealing with investors.The distributors should adapt the business changes and go for the technology that assists in improving performance of the business within current trends and changes.For more information, visit @-https://www.redvisiontech.com/

REDVision Computer Technologie 2021-05-19
img

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 Mutual Fund Software developed by REDVision Technologies is one of the secured platforms for the distributors to manage the funds of the investors which include various facilities.FacilitiesPassword protected access to the portfolio.No access to unwanted individuals.Control funds from any place with no issue.Secure documents of the clients at the platform.No chances of cyber theft.The digital platform is wholly secured as to enable the distributors in operating the business that assures success of the firm.

Without adapting the platform it becomes difficult to deal with the clients and handling the multiple clients at a time.Therefore the distributors need the wealth management platform in order to regulate the activities of the business that helps them in surviving in the market.

For more information, visit @-https://www.redvisiontech.com/

Wealth Elite 2021-03-30
img

Each industry grows with time which also leaves an impression upon the company operating in, as a result of which the changes are adopted as a usual practice by the business.

The advisors working in the mutual fund business continuously need to implement the latest tools to battle in the market.Wealth Elite is the best provider of wealth management solutions delivering a complete solution to advisors.

Determining the right provider is the first step advisors need to take for success.Here are some common benefits of the financial platform to advisors Portfolio ManagementIn absence of technology, the advisors were not capable of managing multiple investors at a time, and also managing the portfolios of such investors becomes confused with no support.

The financial vehicle increases the productivity of the funds and adds more capability to the business of the advisors.

Also, the advisors can interpret the portfolio at a glimpse.

KYCGetting KYC is required for the advisors before investing the funds of the investors and through the online platform, the advisors can quickly collect KYC without a face-to-face meeting.

Wealth Elite 2021-04-06
img

Advisors manages investment of multiple clients at a time and analyzing status of every investors portfolio at regular interval is essential in order to ensure expected performance of the funds.

In absence of proper and potential platform the advisors find it difficult to track the status of all the funds at a glance.

To solve the issue facility of wealth report has been introduced by Wealth Elite in Mutual Fund Software that eases the analysis of the portfolio through the report.Benefits of Wealth ReportAscertain actual investment status within few seconds.Differentiate between insurance & investment portfolio.Analyze portfolio asset allocation.Identify profit and loss on the invested funds.Entire funds valuation at one place.Issues without Wealth ReportNo exact information about present value of funds.Tracking portfolio becomes challenge for advisors.Services to all clients can’t be delivered at a time.Manual formation of reports consumes a lot time.The advisors need to have the updated features which help them in delivering rapid services with accuracy that too at a low cost.

Wealth report feature gives freedom to advisors to form reports instantly from anywhere at no extra efforts.

Advisor who depends upon previous methods finds it typical to manage their business operations.For more information, visit@-https://wealthelite.in/

Red Vision 2019-04-29
img

This software wealth e office comes in a loom with a clear vision of providing data management services in the area of personal and corporate investments.

With this mutual fund software for IFA , exercising highly personalized mobile apps, you will be able to make one-to-one relationship with an investor.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

REDVision Computer Technologie 2021-04-14
img

Forming reports for the portfolio of clients is a complex task for the advisors as it involves valuation and identification of fair progress of funds.

Advisors without a proper assistance find it difficult to ascertain the status of client’s funds.

With the help of Mutual Fund Software for IFA the advisors can easy assess the status of the funds invested by the clients.REDVision Technologies provides the best platform for the advisors to effectively manage the funds of the clients without any interruption.

The advisors using the platform are performing best in the industry.Benefits    True and fair status of investment.Generate reports at one click.No errors in the formed reports.Forms reliability with the clients.Helps in assessing future output.Issues in absence of reportsNo accurate status of client’s funds.Incomplete information of investment.No proper valuation of funds.Multiple errors in reports.The advisors need to have the assistance of the platform that eases the work and reduces the burden.

With the assistance of right technology the advisors can easily deliver services to each client and can maintain effective relations for the long term.

The advisors working with the help of platform are achieving best results.

REDVision Computer Technologie 2021-04-16
img

The relation of advisors with clients depends upon the services delivered which decides the span of working.

The more effective strategy an advisor will form for investing the funds of the clients, retaining the same investor will become easy.

The Mutual Fund Software helps advisors in forming effective strategy that gives desired results within stipulated time along with removes the risk from the funds of the clients and in order to keep the funds safe and secure.The REDVision Technologies is the top provider of the financial platform in the industry which empowers the business of the advisor.

The advisors using the software of the firm are getting benefit which is assisting them in maintaining relation with clients.BenefitsInvestment in profitable segments.Proportionate investment of funds.Maximum results on funds of clients.Advisors can adopt diversified investment strategy.Challenges without StrategyLack of knowledge for investment.High risk on funds and chances of loss.Frequent fluctuations on the funds.Irrelevant pattern of investment.The advisors need to choose best way to invest the funds of the clients that generate sufficient results as per the expectation of the clients.

Without proper strategy the advisors face difficulty in dealing with the investors.For more information, visit@- https://www.redvisiontech.com/

REDVision Computer Technologie 2021-07-08
img

The investment segment is highly volatile and not easy either for the distributors or investors to survive just due to movements in the stocks based on events, news or incident.

Many distributors firm came on the verge of closure because of ignoring technology improvement in the industry.

Since the launch of Mutual Fund Software for IFA the reality for distributors has been changed as the new emerging technology have made it easy to handle complex task and operations of business.

The productivity of the firm has been upgraded for those distributors who adapted the dynamic change.Conducting business activities and pursuing transactions has become convenient for distributors through the Mutual Fund Software which not only proved beneficial for IFA’s but also for the investors.

The technical platform facilitated in dealing with the challenges that arrives in the field of investment.Benefits to distributors through software:Conversion of difficult and challenging task into convenient process.Systematic financial planning for client’s portfolio.Paperless record of important information of clients.Quick interaction platform for distributors and investors.Bulk management of users and distributors of the business.Special Features:Data Management: The software manages the data of clients on behalf of advisor which reduces the operational cost for distributors and thus helps in securing more revenue for the business.Business Assistant: The software is personal assistant of distributors which perform advance operations in the benefit of business and ensures growth of the business at reasonable cost.Financial Calculators: The advanced financial calculators assist distributors in performing complex calculations of returns for the future that can be achieved through present investment.The distributors following traditional method of business management are on the stage of closure because staying rigid to the same technology makes the whole business obsolete and cannot generate anything rather than loss for the business.

Thus, it is better for distributors to stay being adaptive towards latest techniques in order to secure the major position in the industry.Those distributor moved along with the dynamic changes are at the better positions and setting a benchmark in the industry for competitors.

Wealth Elite 2021-04-10
img

The efficiency of working increases as the new technology forms a place in the firm through which the efforts of the advisors get minimize while the revenue gets a boost.

Without having assistance of the platform the advisors find it difficult to deliver services to the clients.

The performance of the entire firm increases via efficient platform and also optimizes the funds of the investors.The Mutual Fund Software developed by Wealth Elite proves economical and best for the business of advisors which have each type of solution as to make advisors business smoother.

Even it helps in achieving beyond the expectation of advisors and investors that improves the relation between the parties.BenefitsConsistent tracking of performance.Smooth management of client’s funds.Uninterrupted services at low cost.All solutions within one platform.Instant report in few seconds.Issues without platformNo fair platform to measure results.Difficulty in delivering services to clients.Lack of productivity in business.High operational cost.In order to run a mutual fund business smoothly the advisors need to opt the technology that helps them in surviving and competing in the industry for a long period.

Without assistance of such platform advisors find it typical to manage business.For more information, visit@-https://wealthelite.in/

Wealth Elite 2021-03-12
img

With the changing era the method of conducting business even changes and makes smarter way of managing firm.

The previous techniques and method involves human efforts and includes lots of complexities that create issues in the business.

But through the assistant of the technology the advisors can cope up with every issue arriving in the business.Wealth Elite provides effective Mutual Fund Software that helps in growing the funds of the investors within no time and guides advisors in taking right step to promote the status of funds.

The entire management of the firm becomes smooth and efficient at low cost.

Benefits of platformSystematic investment of funds.Continuous tracking of the investments.Alerts to prevent from suffering loss.Effective diversification for optimum utilization.Safe results on the funds of the clients.Issues without softwareLack of investment management.No tracking facility.Funds of clients remain unutilized.High risk on invested amount.In order to enhance the performance of the business the advisors need to adapt the latest tool and platform which helps in competing in the market and allows capturing maximum percentage.

Therefore moving towards updated technology should be the choice of the advisors to deal with all difficulties of business.For more information, visit@-https://wealthelite.in/

Wealth Elite 2021-03-26
img

Few years back advisors used to collect KYC through manual method wherein physical documents and verification was involved in the process.

This process even consumes lot of time of advisors and investors and ultimately proves costly.

Such pattern hampers the growth of the firm and impacts other functions too.The Mutual Fund Software easily solves the issue of the advisors through Video KYC feature that reduces the efforts of the advisors.

Wealth Elite provides best services to the advisors through wealth management platform.Benefits of Video KYCQuick verification within no time.Low cost solution.Saves time of advisors and investors.Online process of verification.Access from anywhere.Issues without Video KYCLong time in verifying investors.Advisors need to manage physical documents.High cost of operation.Limited number of investors can be verified.Thus, video KYC is the first priority for the advisors in order to deliver effective and fast services to the clients and also improves the efficiency of the firm.

The advisors not using the latest features and technologies are facing issues in their firm and finding it difficult to attract new investors and also managing the existing one.

Wealth Elite 2021-04-13
img

Through the multiple reports the advisors can easily identify the status of investor’s portfolio which helps them in forming decision for optimizing the funds of the clients.

Every report has its own significance and fulfills particular need of the advisor which allows in instant delivery of the services.

The Mutual Fund Software for IFA ensures smooth management of advisors business that is possible through the platform offered by Wealth Elite which enhances the services of the advisors.

BenefitsPortfolio live valuation and status.Fair value of profit and loss.Quick transaction history at one click.Generate business opportunity report.Extract matured investment report.Issues without featureNo fair valuation of funds.Forming reports will be difficult.Inaccurate status of present funds status.No proper assessment of funds.Through the help of all these multiple reports the advisors operations becomes easy and enhances the satisfaction of all the investors.

The service quality also increases which improves the relationship between the advisors and the investors.

Thus the advisors should have the facility to develop such reports in an instant manner that reduces their burden and presents the results within few seconds.For more information, visit@-https://wealthelite.in/

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