aiM-F, An Online MF Solution is designed to emphasize on your business in a manner like never before. aiM-F aims to simplify the entire process of dealing in MF with a 360-degree approach and promise a solution that is both time saving & yield maximising, even for most complex organisational structures in a much lesser time than it may take otherwise.
aiM-F(a) (Mobile App) is the virtual office in your pocket. It empowers you to perform all activities necessary for your business. It empowers you to add Branches/Franchises/Marketing Executives/Relationship Managers/Agents……. etc. at any level of your business hierarchy on the move.
Powered by MFissis, Online Back Office, aiM-F offers sophisticated yet simple to operate Wealth Management functionality to your retail, HNI and Corporate clients. Its in-depth reporting capabilities, enriches the customer experience in the entire wealth management life cycle.
If you are looking for a single vendor solution, with the associated benefits of centralized support, aiM-F promises to transform your business.
aiM-F has two versions and features
may vary to the extent of interface limitations.
It fully accommodates your organisational Structure. One of the key features of aiM-F is the user hierarchy it empowers you create, and provides you a bird’s eye view of various Hierarchy based data classification & categorisation.
Innovative and User Friendly Financial Tools and Calculators help Cost and Risk reduction.
A world where customer is the most valuable asset, we let you provide them an interface to monitor their asset performance on real time basis, buy, sell, invest all by themselves!
You can create and name multiple categories that suits your client’s investment objectives. You may edit the categories or scheme recommendations made within categories by mapping new schemes.
It ensures controlled accessibility, data security & ease of access at various functional levels with no backlogs. It’s unparalleled and innovative design concept, offers seamless integration of organisational hierarchy with CR-aiM or third party CRM software.
Its capable of handling high load performance, with ease. Its flexible framework helps you meet the challenge of increasing competition, evolving client expectation and shifting regulatory compliance.
Investor can place orders in a click even at times when markets are closed or on Holidays. These orders will be saved in the system and reach exchange automatically when it opens.
You can on-board a Non-Complying client with whatever little information your sales executive could gather. The system preserves all the information, just bridge the gaps instead of doing it from scratch and its done. These clients are systematically represented in the system and you can view them in desired manner by filtering the data, based on different parameters.
Client on boarding forms for transaction platforms like AOF and FATCA upload facility.
You have option to inform your client through automated and prescheduled EMAIL/SMS regarding his transaction or any notification.
You can view client wise mandate amount and tenure, further consumed mandate and balance amount left out of the total mandate amount.
You can view clients’ day/month wise SIP expiry so that you can get in touch with the client well in time for SIP renewals.
It can be easily integrated with your margin API for validation of client free cash in pool account if you are already a member of stock exchange.
For Detailed PresentationContact Team