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Smart Calc

Smart-Calc
  • Combined brokerage (Earnings).
  • Specially designed with latest technology, understanding of the financial services domain.

About

  • Integrated revenue calculation.
  • Addresses financial products distributed.
  • Highly modular and fully flexible.
  • Recover monies lost due to incorrect data capture.
  • Consolidated view of business and gains.
  • An established robust and stable system.
  • Seamlessly interfaces in any current IT set-up.
  • Revenue calculation for Mutual Funds, IPO, Insurance, Bonds Structured Products, PMS Advisory Income.
  • Additional products can be added.
Modules/Features: Combined brokerage/earnings:
Processing
  • Income cheque entry
  • Income cheque mapping and reconciliation
  • Export
Reports
  • Brokerage reports
  • Deal slip reports
  • Asset under-management reports
  • Investor related reports
  • Detail transaction statement
Income calculators - IPO, Bonds, PMS Advisory, Structured Product :
  • Masters
  • Uploads and data mapping
  • Income calculation
  • Reconciliation
  • Income export
  • Adjustments
Bonds Income Calculation
  • Masters
  • Uploads
  • Income calculation
  • Reconciliation
  • Export
  • Reports

Technology

  • Microsoft .NET
  • Microsoft SQL Server

Collaterals:

None