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Distributor Portal

For an Asset Management Company to help its distributors create their own customized web-presence, using a cost effective shared-space portal that they can use to provide their own clients with superior and differentiated service.

About

  • Distributor registration
  • Landing page
    • Distributor’s public information section
      • Marketing related information:
        • Notifications:
        • Latest News:
        • Downloads
    • Distributor’s private information section
      • Campaign participation figures
    • Target advertising
    • Latest five purchase & redemption transactions
  • Investor Management section
    • Client’s group management
    • Client’s portfolio details
    • Client’s transaction history
    • Client’s transaction alert
      • Track the SIP transactions
      • Track the high value redemption transactions
      • Account statement
  • Business Snapshot and MIS reporting section
    • AUM report
    • Gross sales report
    • Net sales report
  • Marketing and sales platform
  • Knowledge center section
  • Communication channel with AMC experts
  • Mailbox facility

Technology

  • Microsoft .NET
  • C#
  • Database - Oracle 11g
  • AJAX
  • Crystal Reports for Web