Technology plays a crucial role in modern businesses, and adopting technology has become essential for businesses to stay competitive and relevant in today's digital age. Likewise, the importance of mutual fund software for distributors cannot be neglected. Below are various reasons why businesses must adopt technology:
Yes, top mutual fund software for distributors offers multiple features including white labeling, portfolio analysis, multi asset transaction, financial goal simulator, goal tracker, V-KYC, research tools, wealth management reports, and various other fintech tools. All these tools help MFDs in simplifying and automating their business process. For more information, visit https://wealthelite.in/
The best mutual fund software for distributors offers product engineering solutions to MFDs by offering them unique features like portfolio rebalancing to beat the competition. Portfolio rebalancing offers a diversified way to invest in risky markets by allocating clients’ portfolio proportionately in equity and debt. Top Mutual fund software in India. For more information, visit https://wealthelite.in/
Wealth Elite is the best mutual fund software for distributors in India, which offers feature like Online ATM. With Online ATM, MFDs gain control of the saving account of their clients as they can easily ask investors to shift money from liquid funds to other funds with larger maturity period. For more information, visit https://wealthelite.in/
Indian investors are wondering, why investing in global markets, especially in US markets is becoming popularized. The reason is simple to get global exposure because the contribution of India to the global economy is around 3.3% only, while the top two countries including China & USA are contributing around 15.5% & 23.6% respectively. The elementary factor that is differentiating the US markets from India is investors get exposure of the largest global companies.
Why Invest in US Equity
Wealth Elite is the best mutual fund software for Distributors in India, which runs on the most comprehensive and broadly adopted data security platform named AWS (Amazon Web Services). AWS is trusted by big global organizations like Netflix, LinkedIn, NASDAQ and even NASA. For more information, visit https://wealthelite.in/
Wealth Elite is the best mutual fund software for IFA because it fulfills all the requirements of an IFA and helps in achieving their desired goals. Wealth Elite is a white-labeled Multi Assets SaaS platform offering automated onboarding with Video KYC, Online Transactions, Online ATM, Goal GPS, Portfolio Re-Balancing, and much more. For more information, visit https://wealthelite.in/
Since the arrival of technology, the advisor’s operation for investment has been reduced and the buying and selling of schemes is just a click away from advisors. The Mutual fund software for IFA is contributing massively in the success of advisors. For more information, visit https://www.redvisionglobal.com/
It is important for MFDs to understand that “automation” is the key to unlock the secret of 10x business growth. Top mutual fund software automates the business through processes that simplify business management & eliminate unnecessary work-related manual tasks to improve the efficiency of businesses. For more information, visit https://wealthelite.in/
As per Business Standard, by the end of 2022, the total count of individual mutual fund distributors in India is approx 116,000, which was 109,000 at the end of 2022. As per an IDFC Mutual Fund report titled ‘Mutual Fund Trend’ published in 2021, only 35% of total individual Mutual fund Distributors have an AUM size larger than Rs.1 crore. That means a large proportion of individual MFDs have a lower size of assets under management.
