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Smart Mutual

Winsoft-Smart-Mutual
  • Preeminent Brokerage Calculation for : Upfront, Annualized, Trail, Incentive
  • User Friendly with Least Manual interferences.
  • Automated Data Transformation from various RTA.

About

Business Features

Smart Mutual is an end-to-end Mutual Fund Distribution Software.

  • The Software Offers:
  • Full-Fledged Back Office Processing Ability.
  • full-fledged Back Office Processing ability,
  • user-friendly Front Office Sales capability
  • Exhaustive Reporting Feature.
  • Automated and Browser Based Solution.
  • Facilitates Fund Distributors efficiently service Investors.
  • Comprehensive and Functionally Rich Solution
Advantages
  • Unique Combination of Latest Technology
  • Intimate Understanding of the Financial Services Domain.
  • Extremely Flexible, Scalable and Robust Solution.
  • Lower Total Cost of Ownership.
  • Wider Customer Reach.
  • Comprehensive Framework to Define Rules.
  • User Friendly Interface.
  • User-Defined, Real-Time Reporting through an Extensive Library of Standard Reports.
  • The System ensures the essence of Good Data.
  • Accuracy
  • Completeness
Application Masters
  • General Masters
  • Mutual Fund Masters
Smart Mutual-MF Back Office System
  • Consistency
  • Best-In-Class Brokerage Calculation Module with Accuracies > 99%
  • Very High Processing Speeds
  • Numerous User Security Modules
  • XML Based Approach to handle Random Changes in File Formats and Data Content.
  • Easy Identification of Discrepancies in the Recording of Transactions R&T Agent.
Key Constituents of Smart Mutual
  • Back Office Operations
  • Sales (RM) Interface
  • Customer Interface
  • Processing
  • Payment Gateway Integration

Technology

Hardware & Networking Environment
  • PC Pentium 4, 1GB RAM, 120 GB Hard Disk
  • Windows Server 2008 Enterprise Edition 64 Bit
Software Requirements
  • Crystal Reports Runtime
  • Visual Basic 6.0
  • MS SQL Server 200x
  • MS Office 2003 Enterprise Edition
  • True DB Grid Version 6.0
  • VB Runtime
  • Acrobat Reader 6.0
  • Microsoft .NET Framework
  • MS SQL Server 7.0
  • Crystal Reports 8.5
  • IIS & ASP
  • Internet Information Server 5.0 as Web Server with SMTP Gateway for mails

Collaterals:

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