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Why Mutual Fund Software Provides CRM Facility?

The facility of CRM is made available as to improve relations of the advisors with the clients and enhance the transactions dealings between them. The Mutual Fund Software allows performing analysis of the clients based on nature of investment. For more information, visit@-https://wealthelite.in/

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Why Mutual Fund Software Provides CRM Facility?

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  1. How Wealth Elite Assist in Generating Profit and Loss Valuation Report? Every investors eagerly wants to know the status of his/her 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 returns. 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 is developed popularly known with the name of Wealth Elite that is fully capable to present the profit and loss report instantly. Features of Profit and Loss Report: Estimate investment result for any duration. Option to generate future scenarios of investment. Facebook, Instagram, You Tube, Email

  2. Presentation of investments with graphs and summary. Overall details of purchase, redemption and switch in. Accurate investment values on current date. Why P&L Report is essential? 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. 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. For more information, visit@-https://wealthelite.in/ Facebook, Instagram, You Tube, Email

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