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Modules & Features
Asset Classes
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Operations
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Customers
Dashboards
Customer dashboards. Alerts, Performance, Asset allocation
Staff dashboards. Admin, RM, Branch, Associate, Dashboards
Performance
Customer
Quick views Customer list with filters
Drill downs to Customer portfolios
Family Group maintenance
MF Folios: View Folio Database
Managed and unmanaged Portfolios
Loan: Add Edit View Loan Proposal
Customer Profile
Profile Dashboard
Bank Details
Proofs
Income and Expense
Demat Account
Prospecting
Manage Prospects
Quick Financial plan
Convert Prospect To Customer
Financial Planning
Financial profiling
Goal capture, analysis, funding and monitoring
Goal portfolio, Plans & Statement
Financial Health diagnostic: Financial Health Ratios, Net Worth Summary, Income/Expense Summary, LI HLV analysis, GI Gap Analysis
Current vs Recommended Asset Allocation
Risk Profiling based on Risk questions
Customer Specific Assumptions
Advisor Notes
FP Sectional Report
FP Offline Form: Exportable pdf form to gather Customer Information
Settings
Set Theme
IP based security
User Id and Password
MF Order Management
Order Entry
Recon with Transactions
Organization
Manage various Lines of Businesses
Manage Staff
Branch master
Manage Client Association to Staff and Branches
Alert Configuration: Manage defaults for different types of Alerts
Categorize and manage associates
Business MIS
MF MIS : AMCwise,Schemewise. Folio Wise, Turnover Summary
MF Systematic MIS
MF commission MIS: Upfront Commission
MF transactions
Equity MIS- Company wise, Sector wise, Turnover Summary
Equity Transactions
Prospect MIS
Loan proposal MIS
Multi level MIS
Operations
Run Uploads, View logs
Upload exception handling
User Management
Manual Valuations
Research
Build and Configure risk classes
Configure Risk Questionnaire
Build MF based Model portfolios based on various parameters
Configure Global Assumptions
Connectors
CAMS Daily Transaction & Folio load
Karvy Daily Transaction & folio load
Templeton Daily Transaction & folio load
Deutsche Daily Transaction & folio load
Sundaram Daily Transaction & folio load
R&T SIP uploads
Scheme and Other code translations
EQ Standard connectors
Reports
Individual and family reports
MF summary ( Category wise), Portfolio Returns, dividend Summary
MF Transaction report, Opening/Closing Balance Report
MF Capital gain summary and detail
MF comprehensive Factsheet based report
Equity-Sector wise
Equity-Transaction and Holdings report
Asset Allocation
Investment summary
View, email, save reports
Personalized Reports
Net worth summary
Financial Planning report
Mutual Fund
Transactions, Net holdings, Return
SIP/SWP/STP Setup
Dashboard, Charts
Direct Equity
Transactions, Net holdings, Return
SIP/SWP/STP Setup
Dashboard, Charts
Fixed Income
Fixed income holdings dashboard
Fixed Deposit, Recurring Deposit
Tax Saving Infrastructure Bonds, Tax Savings Bonds - Banks
DeepDiscountBond, Nabard Capital Gain Bonds
Company Fixed Deposits, FI securities Debentures
Govt. Savings
Govt. Savings holdings dashboard
Types of Govt. Savings Supported
KVP, NSC, PO deposit
Property
Property Grid
Manage Loan: Add Investor Property investment detailss
Pension & Gratuities
Pension and Gratuities Grid
Gratuities, EPF, PPF
Personal & Other Assets
Personal Asset dashboard
Manage Loan
Gold Assets
Gold and Jewelry dashboard
Gems & Jewellery -- Gold
Gold Gems & Jewellery
Gold Gems & Jewellery-Silver
Cash and Savings
Cash and Savings dashboard
Bank Savings account
Bank Current account
Loans & Advances
Collectibles
Collectible dashboard
Art,Personal, Decorative, Yatch, Curios.
Liabilities
Liabilities Dashboard
Home Loan, Auto loan, Loan against property, education loan, personal loan, Loan Against Shares, Commercial Property Loan
Life Insurance
Life Insurance Dashboard
Account Management.
Endowment, Money back, term, ULIP, whole life back
General Insurance
General Insurance dashboard
Acct management:
Business, family, individual. Office / Corporate, Gen Insurance Master
Shops, Banks, Hotel & Restaurant, Commercial & Other Business, Shopkeepers
Fire/Theft/Burglary
Vehicle. Agricultural-Tractor
Home
Travel, Burglary & House Breaking, Fire
Alerts/CRM
Alert Dashboard
Alerts Notifications
Alerts Mutual Fund, Equity, Fixed Income, Insurance maturity
Customized SMS: Alert SMS Delivery, Custom SMS.
Alert notification
Send emails from own ids
Client Categorization
Email Reports
Custom SMS
Product Repository
MF Masters
MF Prices
MF Performance Comparators
MF Portfolio Factsheets
EQ Prices
Calculators
Interest Calculator
Present Value
Future Value
EMI/Loan
Goal
Engines
Price upload from MF market data vendor
Alerts discovery, and notification
MF and EQ Daily Valuations
Email Delivery
Sms Delivery
Fact sheet data
Spec/Delivery Engine
Single platform for managing
All assets
Clients
Internal teams
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Modules
& Features
All assets Clients Internal teams
