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Other Products

Investrak
Transfer Agent System

eFundDistributor
Browser based software application

MFISC/D
Mutual Fund Distributor Front Office System

Distrak
Mutual Fund Distributor Information Tracking System

Agent Information System
Mutual Fund Channel Performance Monitoring System

Literature Fulfillment System
Literature Management System


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Profile

DMS - Client Profile
Detail View
Profile is a snap shot of an entity's performance over a period of time. Profile facilitates the following :

  • It helps the user in formulating a performance appraisal of an entity as on the current date.
  • Fund wise aggregate sales and redemptions both for the current and previous year can also be viewed through this session.
  • The last 10 / 25 trades made by an entity can also be viewed.
  • Profiles are available for Clients, Branches and Distributors.
 
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