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Home Products Intellect Front Office Advisory
 
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Intellect Front Office - Advisory

Mutual Funds

Supports end to end life cycle of distribution of mutual funds enabling real time order tracking multiple Portfolio maintenance with MTM valuation to meet customer specific requirements

Securities

Supports the complete life cycle of Trading in multiple markets enabling real time order tracking and Multiple Portfolio maintenance with MTM valuation and enables order placement by dealers through Blotter facilitating on line monitoring of orders by dealer

Deposits

Facility to design and market new products on the fly from Plain Vanilla Deposits to complex Dual Currency Deposits with added features of Flexible interest rates definition, index linkage and accrual definition

Structured Products

Offers the capability to expand customer base by offering discerning retail customers with appetite for risk, better returns through structured products through Financially engineered products which till now has been the domain of HNW clients only

Financial Need Analysis

Flexible framework which enables user to create and maintain multiple questionnaires, Risk Profiles and Asset Allocation and allows on line comparative view of Actual and recommended asset allocation plus recommended Financial Planning

Cross Sell

Helps Bank to transform from Service Desk to perform additionally as Sales Desk by enabling him/her with Product Knowledge and readymade scripted messages at the desktop.

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