aiM-Fissis is a cohesive, mutli module Wealth Management platform specially designed for MF Distributors, IFAs, Wealth Management Advisors which includes everything they need to run a Wealth Management / Advisory / Distribution business.
It is a cost-effective solution with all the financial planning functionality that you need. You can easily manage your customer data, perform all the operational task with ease thereby streamlining your methods to improve productivity and increase profitability. It is an easy-to-use solution.
Seamless & Automised Integration of RTA Feeds, Organisational Hierarchy and Investor Static Information. Introduce Submission in RTA and CRM information. Secure all sensitive information and documentation, and generate view for all processing stages automatically.
Ensuring smooth processing of the data. Identify All of Your mandatory missing information. Generate consolidated reports to identify missing documents for compliance fulfilment.
Access entire information in MFissis synchronised with your organisation hierarchy, investor profile details and RTA-based feeds.
Add job categories and ensure their completion by the assigned person. Flexibility to define one’s own menu option thereby ensuring to get what you need. Easily share information and interact with Branches, Relationship Managers, Brokers, Agents and maintain consistency.
Customisable organisational hierarchy, software interface to accommodate the uniqueness of your organisation and work flow. Comprehensive Role Group option. Simplify all Future information additions, and modifications through one-click roll backs of past RTA files. Bridge compliance-based gaps in investors profile.
Exhaustive MIS Reporting system enabling into client centric approach. Quickly browse through HO, Region, Branch, Relationship Manager, Broker, Agent and Client level data that correspond with your data visualizations. Compare Branches, Relationship Managers, …performances in your array of major overheads and timelines. Focus on SIP investment, Lump sum investment, AUM and view the performances and trends of entire hierarchical structure overtime. Intuitive and actionable data visualizations of AUM, SIP & Brokerage data.
Compare your recommended Scheme performance with that of the Bench Mark.
Auto Scheduling of Mails to Region, Branch, Relationship Manager, Broker, Agent….to set their marketing targets, apprise them of their performances and make them aware of various promotional schemes from time to time.
Use multiple currency and denominations, to facilitate your NRI clients or foreign client’s investments.
The Most unique and comprehensive reports covering an individual client as well as the entire family tree in a very simple but meaningful manner. Auto Scheduling of Mails to clients a Detailed and Crisp Report with 360 degree of Portfolio view.
Best Visual Design and Content Structure, responsive in nature.
Use of latest technology helping high load performance systems with enhanced stability. Utilize our predictive technology to bolster your sales strategy.
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