
E Fund Distributor Software Designing Service
Price:
Get Latest Price
In Stock
Product Specifications
Payment Terms | Others, Telegraphic Transfer (T/T) |
Delivery Time | 1 Week |
Sample Policy | Contact us for information regarding our sample policy |
Main Export Market(s) | Asia |
Main Domestic Market | All India |
Product Overview
Key Features
eFund Distributor, is a browser primarily based software program software intended for use with the aid of distributors of Mutual budget and other primary marketplace monetary merchandise. The software program, with the aid of virtue of being browser based totally, allows vendors, their sub agents and their investors get admission to via the internet. The software program has complete-fledged the front workplace sales functionality, again office Computing capability and an exhaustive Reporting function.
download Brochure (432 Kb pdf document)
The software program has complete-fledged the front office sales functionality, lower back workplace Computing capability and an exhaustive Reporting feature. distributors of financial merchandise may both no longer have get admission to to big and high-priced purchaser courting control structures or such typical systems available off the shelf might also require enormous customization to meet their desires. however, in a quite aggressive market situation, in which customer service becomes the maximum critical distinguishing characteristic, distributors want get right of entry to now not handiest to patron records but additionally to systems, that could use the facts to provide a significant insight into the enterprise.
Key capabilities:-
permits to identify an Investor through a completely unique customer id mapped to his more than one funding folio nos.
Updating and valuing customers portfolio at regular intervals, for that reason making available reducing area records such as length of patron courting, online, to the front workplace sales employees. additionally available, in a like manner is facts on Product, NAV, Load and commission systems.
Controlling the revenue flow via computing/ reconciling each fee receivables as well as payables, and hence producing product/ asset elegance/ customer relationship sensible profitability figures.
generating a host of stories, by means of drilling down from any stage of the Product Hierarchy to any degree of business Hierarchy and vice-versa, as a result offering treasured choice support inclusive of product / asset elegance income developments, for advertising and marketing/ sales making plans and analysis
Company Details
Business Type
Service Provider
Working Days
Monday To Sunday
Seller Details
Chennai, Tamil Nadu
Manager
Mr Shahul
Address
F-79A, Phase II, Spencer Plaza,769, Mount Road, Anna Salai, Chennai, Tamil Nadu, 600002, India
Report incorrect details