Benefits of having your customized software
Dashboards for Decision Making
and Business Intelligence
Perform complex calculations
with accuracy
Centrally Available
Data and Documents
Increase Employee and
Business Productivity
Maintain data integrity, security
& avoid risk of data loss
Maintain historical data
and Audit Trail
Reduce Manual work &
avoid Human Errors
Implement user authentication
and authorization
Some of the Major Applications Designed and Developed by us are:
1. Compliance based Client Onboarding and Servicing Software for Investment Advisors/Intermediaries (including AML Screening)
Key Features:
1. Maintain Investors database with comprehensive details and documents
2. Handle compliance part of Client Onboarding process and the associated workflow
a. Perform Anti Money Laundering Screening against 120 Indian and Overseas Databases
b. Store Investor Documents
c. Perform KYC Check
3. Send relevant user customized emails at various stages
i. Welcome email with necessary attachments
ii. Product feature Emails
iii. Portfolio update Emails
iv. Newsletter emails
4. Handle Client servicing part of Fund Accounting
5. Generate MIS Reports
2. Recruitment Agency Software with The Big 5(OCEAN) Personality Test
Key Features:
1. Maintain Candidates database with comprehensive details and documents
2. Maintain Recruitment Mandates and the associated workflow
a. Store Mandate related documents
b. Shortlist candidates & track updates
c. Schedule Interviews & track updates
d.Perform Psychometric Tests
e. Maintain Call logs
f. Maintain recruited candidates’ details
g. Send relevant user customized emails at various stages of workflow
3. Maintain Clients database
4. Generate MIS Reports
5. Track target vs actuals performance
6. Generate invoices
3. Chartered Accountants (CA) Workflow Management Software with Proforma Invoicing, Attendance and Salary Calculation
Key Features:
1. Maintain Client database with comprehensive details
2. Handle administrative workflow process
a. Assign Services to be delivered to each client
b. Auto generate Service Log with revenue associated for each service
c. Maintain status of each service delivery
d. Send relevant user customized emails at various stages
3. Generate Quotations
4. Generate Proforma Invoices
5. Generate Invoices for the completed services
6. Record Receipts of payments
7. Maintain Attendance & Calculate Salary
8. Generate MIS Reports
4. Various Automation Tools for Operations Department
Key Features:
1. Perform calculations and generate required files to replace manual Excel based work
2. PDF Based Automations
a. Split a large PDF file based on user defined number of pages per file and assign specific file name
b. Auto generate PDF file from an uploaded Excel file with multiple sheets using a given logic
c. Password protect uploaded PDF
d. Password Protect Generated PDF files using a logic
3. Get data from third party server (Like AUM/NAV data) manually or at predefined times and prepare files in required formats and/or email them to user defined recipients
4. Any complex calculations can be automated based on third party API data integration OR by uploading excel/csv files and generating files in required formats
5. Online Training Portal with Verifiable Certificates and Private Courses
