Salient Features  
  FundzMagic Modules  
  Web-Based Investor Login  
Comprehensive Scope: Back Office Management, CRM, Brokerage, Pre-Sales, Funds Advisory, Sales MIS, Application Forms Dispatch, Paperless Office
Advanced Technology: Developed using Microsoft’s state-of-the-art “.Net Technology platform”. Confines to Microsoft recommended application architecture. Uses robust and scalable MS-SQL Server database
Rich User Interface: Extremely user friendly application with advanced GUI (graphical user interface) elements - Outlook style menus, Favorites Menu, NAV Ticker, informative & configurable Dashboards, filterable Tabular Views, attractively laid Reports, vibrant 3D Graphs, and smart Data Entry Forms.
Extensive Report Options: Most of the reports are available in multiple sorting options. Multiple filters are also provided to enable you to get the report with data of your choice. For e.g. you can get Inwards Transactions report for specific Funds, Customers, Transaction Types, Sales Channel, Transaction Period and so on.

Intelligent Download Service: The data needed to drive the application can be downloaded in single click, thanks to the smart logic used in FundzMagic which downloads only incremental / modified data on your PC. The following data is provided by FundzMagic Download Server:

  • AMCs & Funds
  • Asset Allocation Data (Fact sheets)
  • Dividends & Bonuses Announced
  • NAVs
  • Application Forms
Smart Import System: The smart import wizard allows you to rapidly import the transactions data supplied by Registrars such as CAMS / Karvy / Templeton / Duestche or your Principal Broker.
Automatic Report Dispatch: The scheduler can automatically e-mail portfolio reports to your selected customers at the scheduled time, thus freeing you from the repetitive task. For e.g. you can schedule Portfolio Valuation Report for every Saturday, Folio Ledger for every 15th of the month and Comprehensive MF Chart for every 10th April for customers XYZ, ABC & LMN. As per this schedule these customers will receive their reports automatically by e-mail.
Auto-Creation of Transactions: Transactions can be auto-created from the SIP/SWP/STP plans. Similarly, Dividend transactions can also be auto-created from the Dividends Announced data. This feature is especially useful for folios of customers which are not sold under your ARN, where the registrar data is not available to you.
Informative Dashboards: A unique concept of Dashboards implemented in FundzMagic provides you with real-time snapshot of your business thus enabling you to make better, faster decisions. Think of Dashboards as the content that will be displayed on the homepage of any portal.
Multi-user & Portable on the Laptop: FundzMagic is a Client-Server application. The node application allows you to connect to the server database and work efficiently in the LAN environment. There is also a LAPTOP version available which can be carried to the field with all the data copied from the server.
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