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Smart Mutual

Winsoft-Smart-Mutual
  • Preeminent brokerage calculation for : Upfront, annualized, trail, incentive
  • User friendly with least manual interference's.
  • 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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