With the introduction of Robo Advisory platform the functions of the mutual fund distributors are reduced and focus on the primary areas of business has increased. The reason behind is that the platform is self capable to perform task on behalf of advisor which means without intervention of human being. The Mutual Fund software brought by Wealth Elite changed whole scenario of the business transaction after the arrival of Robo Advisory app in the mutual fund investment industry.
Key Features:
- Instant on boarding of clients within no time.
- Transactions can be performed through remote locations.
- Minimum human intervention is done.
- Helps in instant investment.
- Provides E-Mandate facility for uninterrupted SIP.
Problem without Robo Advisory App:
- Performing instant transaction will be typical for advisor.
- Immediate investment is not possible.
- Manual recording of details is time consuming process.
- Distributor need to perform manual on boarding of investor.
The major challenge of managing client information is reduced since the introduction of application that performs all functions on behalf of distributors. Robo Advisory App is necessary for the distributor to compete with several companies in the industry which stands as effective tool to capture significant number of clients within less time.
For more information, visit https://wealthelite.in/