As your MFD business grows, one thing becomes very clear very quickly — managing sub-brokers is not just about onboarding them, it’s about managing payouts accurately and transparently. When you work with multiple sub-brokers: ● different payout percentages ● different categories ● different earning structures ● different months and volumes Things can get messy if you rely on manual tracking or Excel. This is exactly where mutual fund software for distributors p
As an MFD, tracking client AUM is a daily activity. You know exactly how much each client has invested, where their money is allocated, and how their portfolio looks today. But there’s one critical question that often gets missed: When did this client last invest? Because AUM alone doesn’t tell you whether a client is still active or has silently stopped investing. This is where mutual fund software for distributors in India adds a very important layer of insight — by showin
As an MFD, one question comes up every single year—especially during review meetings and tax discussions: “How did my client’s portfolio perform this financial year?” Earlier, answering this wasn’t as simple as it sounds. You could see current values and transactions, but understanding year-on-year performance often meant juggling multiple reports or doing manual calculations. That’s where top mutual fund software in India , like Wealth Elite, brings a major improvement. What
Managing access and permissions becomes crucial as your business grows. More clients, more data, more team members — and more chances of something going wrong if everyone can see everything. That's exactly why top mutual fund software in India now gives MFDs full flexibility to control who sees what. Access control isn’t just a technical feature. It’s a security layer, an operational system, and a business advantage — all in one. Why Access Control Matters for MFDs As your p
If you’ve been in the mutual fund business for a while, you already know one thing: AUM is your heartbeat. It tells you where you’re growing, where you’re stagnating, and where your real opportunities lie. But let’s be real for a minute. Traditional AUM reports? They’re long, text-heavy, filled with rows and rows of numbers that take time to understand. You often need to zoom in, scroll endlessly, or export to Excel just to make sense of the data. And that’s exactly why visua
If you’re an MFD, SIPs are your backbone. They keep your AUM stable, your book consistent, and your long-term business strong. But there’s one silent problem that hurts almost every MFD without warning… Non-debited SIPs. You know those SIPs that are marked active, but for some reason, money never gets deducted from the investor’s bank account? Yeah. Those. They look harmless, but they can cause: ● declining AUM ● slipping client discipline ● missed compounding ● u
Imagine you’re sitting in Ratlām, and you get a click from someone in Dubai, London or Singapore saying: “Hey, I’d like to invest with you.” That’s not just a fantasy—it’s absolutely possible, and if you’re an MFD (Mutual Fund Distributor) who wants to grow, it could be a game-changer. Here, you will see: ● Whether the best wealth-management platform allow the onboarding of international clients. ● How digital onboarding works so you can bring investors from any corner
