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Mutual Funds

Financial advisors in the business of mutual fund product distribution require a wide network of distribution to promote various MF schemes. IPM supports this view by tightly integrating all intermediaries, scheme master, folio and transaction all in one convinient interface.

While all transactions under advisor's ARN are conveniently imported, all accounting entries of both advisor and the clients are completed in parallel. Heavy tracking and monitoring of business, targets, brokerage, trail commission, TDS, daily NAVs can be handled on daily basis. Neatly formatted and rich reports represent data in an extremely useful manner. These reports can be exported in 5 different formats such as Word, Excel, PDF, RTF, and RPT.

Manage Mutual Funds investment, SIP / SWP / STP

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Mutual Funds Features

  •  Manage over 7000 MF Schemes from various AMCs
  •  Manage your brokerage / trail structure
  •  Import your client transactions from all registrars
  •  Your accounting as well as your clients' accounting in parallel
  •  Daily NAV price downloads
  •  More than 100's of reports
  •  Zoom in to your business from AMC down to client transaction
  •  Measure business against targets at branch and RM level
  •  Brokerage, Business, and Performance reports
  •  Separate client reports - Valuation, folio, tax, summary, detail, MTM
  •  Useful calculators - Best funds, SIP compounding, Maturity investment