Smart Calc

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

Advisor/RM portal

operation portal

Operations Portal

Business MIS

Business MIS

Features

Integrated Smart Mutual Suite/solution

Customer Portal

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
Operations Portal

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

Business MIS

  • Asset Under Management Reports
  • Mobilization report
  • Income Reports
  • Active Systematic reports
  • YTD, MTD business reports
  • Zone wise business reports
Business MIS

Benefits

1 1

Global banks and financial institutions

2 1

Global banks and financial institutions

3 1

Global banks and financial institutions

Seamless interface integrates with core banking and 3rd party systems

5 1

Cross-sell and up-sell products and services easily

Increase opportunities for revenue generation

7

Enhance advisor productivity

8

Best in class revenue calculation

Minimize TCO (total cost of ownership)