Key Features

• View performance of Distributors, Branches and Clients.
• Carry out telephone based prospecting, with a database of prospects.
• Ability to prospect registered and unregistered Client
• Auto insert of prospects into the Prospect Master based on transaction import.
• Import of Transaction data from Third party Transfer Agent.
• Multilingual, Multi-Currency Support
• User defined terminology for key terms such as Fund, Distributor etc.
• Task Scheduler enabling inter-communication between application users.
• Schedule of meetings / appointments through calendar.