SmartMutual

Comprehensive, Integrated, Digital Mutual Fund Distribution Solution

Digitization of Mutual Fund business to enable Financial Distributors manage, grow & service their clients

Banks & financial institutions are automating to scale mutual fund distribution business with ease, accuracy and reduced TCO

Onboarding of customers is moving from costly paper trails to digitized solution.

Multiple digital channels :Invest through customer portal, handheld devices, Call center, RM assisted channels

MIS reports & dashboards helps advisors to enhance productivity

Accurate software driven reconciliation of income calculation with RTA data means distributors can plug revenue leakage

Win over your challenges with SmartMutual

SmartMutual is a number 1 mutual fund business solution for mid and large sized distributors. It’s been used by leading Mutual Fund distributors of India. It offers BackOffice for managing operations at central office, Sales/RM interface to facilitate branch operation and customer interface.

Integrated SmartMutual Suite

Features

Customer Portal

Instant digital onboarding of customer with eKYC & risk profiling
Comprehensive portfolio dashboard
Instant digital goal planning & tracking
Instant Digital Transaction(Lumpsum & Systematic) execution
(Performance) Analytics & alerts
Digital Non-financial transaction execution
Support for handheld devices/Responsive Designs
Call center assisted transaction execution & queries
Cart facility

Advisor/RM portal

Comprehensive RM/Advisor dashboard
Comprehensive customer portfolio with analytics
Comprehensive RM/Advisor reports
RM assisted customer onboarding
RM assisted re-risk profiling
RM assisted transaction execution
RM assisted scheduling of reports/alerts
Prospect & campaign management
RM targets & incentive management

Advisor/RM portal

Comprehensive RM/Advisor dashboard
Comprehensive customer portfolio with analytics
Comprehensive RM/Advisor reports
RM assisted customer onboarding
RM assisted re-risk profiling
RM assisted transaction execution
RM assisted scheduling of reports/alerts
Prospect & campaign management
RM targets & incentive management

Operations Portal

Integration with various data service providers
Integration with existing core systems
Rule based revenue calculation (Upfront, Annualized, Trail, Incentive & Claw-back)
Automated revenue reconciliation process
Seamless order processing via interfacing to RTA & BSE Star
Customer Portfolio Returns Calculation
RTA Interface for reverse feeds (Transaction, NAV & income)
Comprehensive/customizable report module
Integration with Document Management System