How Mutual Fund Software for IFA Assists in Evaluating the Progress of Clients Investment?

Every customer regularly desires to know the level of investment accounts as to whether the portfolio is showing regular earnings or not and it’s a significant thing because the finances are set at risk to achieve increased yields. Driving the profit/loss overview of each investor manually by the distributor cannot be viewed because the process affects lots of computations and sophistication. Thus, to create the identical function clearer Mutual fund software for IFA is created by Wealth Elite that is capable to show the earnings and loss statement immediately.

Features:

• Opportunity to create reaching scenarios of the asset.
• General points of acquisition, redemption, and switch-in.
• Actual asset values on the present date.
• Study of buy results for any time.
• Declaration of assets with diagrams and outlines.

Thus, the distributors need to carry the relevant component to keep full clearness with investors regarding their acquisition. It assists distributors in creating other strategies of investment relevant to the profile of the investors after examining the hazard and financial soundness of the customer.

The distributors via shipping the relevant statement can have a proper account of assets through which gaining investors' faith evolves comfortably. Along with it can permit distributors to cause differences in the existing plan, in case the effects are not right or below anticipations.

The distributors get multiple solutions in one medium along with the portfolio research that permits them to work the several functions of the firm without any issue. Since the distributors got the feature to examine with help of technological tools the whole method and approach of review has been fully fixed. The distributors are driving acquisition information more accurately and expressly. The level of features and structures shown to distributors are tied to excellent which are developing a valid basis for the accumulation of the firm.

The best Mutual Fund Software in India that Generate complete financial plans with Insurance need analysis, post retirement cash flow, Goal report with client’s photo, Asset Allocation recommendations, Net worth analysis, solvency ratio and many more.

Our Portfolio Re-Balancing feature in Mutual Fund Software allows you to book profit at pick and invest at bottom by just a click, the modules is integrated with BSE & NSE, so that the switch order can be placed directly from Rebalancing report, this product engineering a portfolio can be more profitable and less risky.

Wealth Elite is India's top Mutual Fund Software for Distributors and Ifa, Integration with Bse & Nse, Multiple Assets, and inbuilt Video Kyc & Online Atm.