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| eFund Distributor, is a browser based software application intended for use by Distributors of Mutual Funds . The software has full-fledged Front Office Sales capability, Back Office Computing ability and an exhaustive Reporting Feature. Distributors of financial products may either not have access to large and expensive Customer Relationship Management Systems or such generic systems available off the shelf may require substantial customization to meet their needs. However, in a highly competitive market scenario, where customer service becomes the most important distinguishing feature, Distributors need access not only to customer data but also to systems, which can use the data to provide a meaningful insight into the business.
Key Features
- Allows to identify an Investor by a unique client id mapped to his multiple investment folio nos.
- Updating and valuing customers’ portfolio at regular intervals, thus making available cutting edge information such as size of customer relationship, on line, to the Front Office Sales personnel. Also available, in a like manner is information on Product, NAV, Load and Commission structures.
- Controlling the revenue stream by computing/ reconciling both Commission receivables as well as payables, and thus generating product/ asset class/ customer relationship wise profitability figures.
- Generating a host of reports, by drilling down from any level of the Product Hierarchy to any level of Business Hierarchy and vice-versa, thus providing valuable decision support such as product / asset class sales trends, for Marketing/ Sales Planning and Analysis.
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