Investment Management System
| Features |
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Plexus Investment Management System is design to automate a complete life cycle of Investment in Equity Market, Money Market and manage Credit and Advances. |
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The system is specially designed to maintain Investment Portfolio of All Financial Institutions & other industries. |
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System is enabled to manage complete Front Office, Middle Office & Back Office Operations. |
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| Key Benefits |
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Increase profitability by creating value addition in investment decisions. |
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Reduce cost by automating daily operations, reconciliation, and internal / external audit reporting & statutory requirements. |
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Enhance decision making with comprehensive MIS Reports & Graphs. |
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Scalability: System is designed & tested on small, medium, & large investment portfolios. |
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Flexibility: Maximize business policies automation through user defined parameters. |
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Data Portability: Option to convert any system generated reports to Excel, PDF & HTML Formats. |
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Comprehensive Security: Roles, groups & individual account policy comprehensive software administration options. |
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Audit Trail: System managed audit trail of all screens with machine identity, machine name and related details. |
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| Specifications |
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Ability to handle unlimited portfolios. |
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Complete business operations automation, from front office investment deal to Back Office Settlement, maturity / rollover, coupon / profit receipt & payments and pre-maturity handlings. |
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Middle office module with comprehensive user defined risk management parameters to minimize transactions and investment risks in open market. |
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Enhanced handling of shares, open end funds, government securities and other securities like term finance certificates. |
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Fully integrated with general ledger modules. All business transactions are recorded in General Ledger as per International Accounting Standards. |
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Facilitate multiple currency deals. |
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Cater all requirements of statutory policies. |
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