Smart Mutual

Comprehensive, Integrated, Digital Mutual Fund Distribution Solution

Digitization of Mutual Fund business to enable Financial Distributors manage, grow & service their clients

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Banks & financial institutions are automating to scale mutual fund distribution business with ease, accuracy and reduced TCO[/asvc_list_item][asvc_list_item icon_fontawesome=”” icon_spacing=”0px”]

Onboarding of customers is moving from costly paper trails to digitized solution.[/asvc_list_item][asvc_list_item icon_fontawesome=”” icon_spacing=”0px”]

Multiple digital channels :Invest through customer portal, handheld devices, Call center, RM assisted channels[/asvc_list_item][asvc_list_item icon_fontawesome=”” icon_spacing=”0px”]

MIS reports & dashboards helps advisors to enhance productivity[/asvc_list_item][asvc_list_item icon_fontawesome=”” icon_spacing=”0px”]

Accurate software driven reconciliation of income calculation with RTA data means distributors can plug revenue leakage[/asvc_list_item]

Here is Smart Mutual to
sail you through challenges

Customer Portal

Advisor/RM portal

Operations Portal

Business MIS

Features

Integrated Smart Mutual Suite/solution

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

Operations Portal

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