Increased competition, new technologies, greater volumes of business and a broader portfolio of offerings have profoundly affected both the reach and profitability of mutual fund distribution organizations. Today success is highly influenced by one’s capability to manage their data and income. That’s not easy. Many organizations can’t easily trace their transactions, making them dependant on the RTA data and creating hurdles in calculation of brokerage figures. To make matters worse, there is a little or no track of the brokerage received, paid or business done, thus you lose out on potential savings. So how can you resolve this problem?

The Winsoft SmartMutual application provides a comprehensive solution for world-class mutual distribution operations. It supports seamless back office operations that help you simplify, standardize, automate and accelerate your

brokerage calculation

process. The user-friendly front office is equipped to enable the branches capture accurate data and provide vital customer information at a click. Many additional functionalities and modules can be optionally integrated in the system to create a more robust and functionally rich solution.