SmartMutual
Comprehensive, Integrated, Digital Mutual Fund Distribution Solution
Banks & financial institutions are automating to scale mutual fund distribution business with ease, accuracy and reduced TCO
Onboarding of customers is moving from costly paper trails to digitized solution.
Multiple digital channels :Invest through customer portal, handheld devices, Call center, RM assisted channels
MIS reports & dashboards helps advisors to enhance productivity
Accurate software driven reconciliation of income calculation with RTA data means distributors can plug revenue leakage
Win over your challenges with SmartMutual
SmartMutual is a number 1 mutual fund business solution for mid and large sized distributors. It’s been used by leading Mutual Fund distributors of India. It offers BackOffice for managing operations at central office, Sales/RM interface to facilitate branch operation and customer interface.
Integrated SmartMutual Suite
Features
Customer Portal
- Instant digital onboarding of customer with eKYC & risk profiling
- Comprehensive portfolio dashboard
- Instant digital goal planning & tracking
- Instant Digital Transaction(Lumpsum & Systematic) execution
- (Performance) Analytics & alerts
- Digital Non-financial transaction execution
- Support for handheld devices/Responsive Designs
- Call center assisted transaction execution & queries
- Cart facility
Advisor/RM portal
- Comprehensive RM/Advisor dashboard
- Comprehensive customer portfolio with analytics
- Comprehensive RM/Advisor reports
- RM assisted customer onboarding
- RM assisted re-risk profiling
- RM assisted transaction execution
- RM assisted scheduling of reports/alerts
- Prospect & campaign management
- RM targets & incentive management
Advisor/RM portal
- Comprehensive RM/Advisor dashboard
- Comprehensive customer portfolio with analytics
- Comprehensive RM/Advisor reports
- RM assisted customer onboarding
- RM assisted re-risk profiling
- RM assisted transaction execution
- RM assisted scheduling of reports/alerts
- Prospect & campaign management
- RM targets & incentive management
Operations Portal
- Integration with various data service providers
- Integration with existing core systems
- Rule based revenue calculation (Upfront, Annualized, Trail, Incentive & Claw-back)
- Automated revenue reconciliation process
- Seamless order processing via interfacing to RTA & BSE Star
- Customer Portfolio Returns Calculation
- RTA Interface for reverse feeds (Transaction, NAV & income)
- Comprehensive/customizable report module
- Integration with Document Management System
Business MIS
- Asset Under Management Reports
- Mobilization report
- Income Reports
- Active Systematic reports
- YTD, MTD business reports
- Zone wise business reports
Business MIS
- Asset Under Management Reports
- Mobilization report
- Income Reports
- Active Systematic reports
- YTD, MTD business reports
- Zone wise business reports
Benefits
Global banks and financial institutions have implemented SmartMutual over last years
Scalable solution with extensible functionality
Frees up time to invest in relationships
Seamless interface integrates with core banking and 3rd party systems
Cross-sell and up-sell products and services easily
Increase opportunities for revenue generation
Enhance advisor productivity
Best in class revenue calculation
Minimize TCO (total cost of ownership)