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Winsoft Smartmutual Back office System

 

With a thorough knowledge of the Mutual fund segment and the competence to develop complex system requirements into simple tools to manage your business Winsoft Technologies (I) Pvt. Ltd. introduces the WINSOFT Smartmutual. The Winsoft Smartmutual is a complete solution for the distribution segment meant to bring in more amount of coordination for the.

  • Operation for the distribution of various schemes
  • To enable smoother marketing of the schemes
  • Help generate reports for the higher management
  • Help generate reports for the investors
  • Maintain a complete process flow for the buying of selling of various schemes and help consolidation of data received from registrar .
  • Create a dependable database to know about the business aspect at the click of a button.
  • Provide facility for online buying and selling of Mutual Fund Schemes, by the customers, thereby offering greater customer service

 

Features

Key constituents

  • Number of people who visits the website daily, weekly and monthly, what times of year are busiest.
  • Most popular entry pages. Corresponding pages may be improved to give even better results.
  • Pages visitors typically exit from. Basing on this knowledge, the content, graphics, layout and links can be improved.
  • Hourly traffic to know what times of day are busiest so you can update content and staff your sales and support departments accordingly.
  • Search engines people use to reach the website and what keywords they type in the search engine.
  • Returning visitors information.
  • Geographical and technical information, e.g. countries, browsers, languages, operating systems, IP addresses, etc.
  • and much more.

Back Office Operations - Client Server Module

  • Client Server Module
  • RTA Interface
  • Masters Maintenance
  • Transactions and Order Management
  • Brokerage Calculation and Reco
  • IRR, Redemption cost calculations
  • MIS
  • Generic Utilities

Relationship Managers - Intranet Module

  • Deal Slip Module
  • Processes
  • Customer & MIS Reports
  • Family & AUM Reports
  • NAV Reports
  • User & Rights Access Control
  • Search Transactions, Orders and Deal Slips

The Road Ahead

  • Govt. Bonds
  • Insurance
  • IPOs

Hardware Requirement:

  • IBM Compatible Dual Processor Based Server P4
  • 1.5 GB RAM
  • 160 GB Hard Disk

Software Requirement

  • Windows 200x Server operating system
  • IIS Web Server 5.0 configured with SMTP gateway to send mails
  • SQL Server 200x onwards
  • Crystal Report Writer 8.5/9.0