Record your transaction history for an unlimited number of investments and portfolios.
- Track bonds, cash, share and a wide variety of other investment types.
- Keep track of purchases, redemptions, distributions transfers, maturity, as well as advanced transactions.
- Plan for deposit amount and the period of investment
- Call for Offer Letters / Quotation from different financial sectors with different schemes like Fixed
- Deposit, Call Account or Current Account (Party submit quotation through website)
- Automatic Acceptance or Rejection Letters Generation
- Automatic notification to Client through Email System
- Notification of Mature Investment
- Unlimited investment and portfolio management
The system was developed using Visual C#.NET technology and SQL SERVER.