INVESTMENT BANKING SYSTEM (IBS)
The objective of our Web based application Investment Management System is to provide integrated, uniform, relevant and up-to-date information of the Non Banking/Banking Investment business process to an enterprise. IBS brings together people who work on shared tasks within the same enterprise or in their dealings with investors and executives. Enterprises have to ensure a smoother flow of information at all levels and between all parts of their organization; to access up-to-date information. Workflow integrates business processes.
FEATURES & HIGHLIGHTS :
APPLICANT DETAIL
  •   NEW APPLICANT ENTRY
  •   EDIT APPLICANT PROFILE
  •   DELETE APPLICANT PROFILE
  •   VIEW APPLICANT PROFILE
  •   VERIFY & APPROVE APPLICANT
  •   MONEY RECEIPT PRINT
  •   CERTIFICATE/BOND PRINT
EXECUTIVE/AGENT DETAIL
  •   NEW EXECUTIVE ENTRY
  •   EDIT EXECUTIVE PROFILE
  •   DELETE EXECUTIVE PROFILE
  •   VIEW EXECUTIVE PROFILE
  •   VERIFY & APPROVE EXECUTIVE
  •   WELCOME LETTER PRINT
RANSACTION
  •    PREMIUM PAYMENT
  •   EXECUTIVE ADVANCE
  •   PAYOUT COMMISSION
  •   SPONSER & DESIGNATION MODIFICATION
  •   MATURITY PAYMENT
  •   CHEQUE ISSUE
  •   CHEQUE PAYMENT
  •   EXECUTIVE PROMOTION
  •   BONUS PAYMENT
  •   SPECIAL DAY COMMISSION
SYSTEM SETUP
  •   COMPANY INFO
  •   BRANCH SETUP
  •   COMMON MASTER
  •   USER DETAIL
  •   CHANGE PASSWORD
  •   USER PERMISSION
  •   PLAN MASTER (MIS, MRS, FD, RD etc)
  •   COMMISION DETAIL
  •   SMS INTEGRATION
STATUTORY REPORTS :
APPLICANT REGISTER
  •    JOINING DATE WISE
  •   APPLICANT CODE WISE
  •   PLAN WISE
  •   BRANCH WISE
EXECUTIVE REGISTER
  •    JOINING DATE WISE
  •   EXECUTIVE CODE WISE
  •   BRANCH WISE
COLLECTION REGISTER
  •    DATE WISE
  •   EXECUTIVE CODE WISE
  •   PLAN WISE
  •   BRANCH WISE
ADVANCE PAYMENT REGISTER
  •    EXECUTIVE CODE WISE
  •   DATE WISE
  •   BRANCH WISE
BUSINESS SUMMARY
  •   DATE WISE
  •   BRANCH WISE
  •   EXECUTIVE WISE
MATURITY PAYMNET REGSITER
  •   DATE WISE
  •   BRANCH WISE
CHEQUE PAYMNET REGSITER
  •   DATE WISE
  •   BRANCH WISE
BONUS REGSITER
  •   MONTH WISE
  •   BRANCH WISE
EXECUTIVE TREE
EXECUTIVE BUSINESS STATEMENT
EXECUTIVE WISE ADVANCE DETAIL PRINT
APPLICANT MONEY RECEIPT PRINT
APPLICANT CERTIFICATE/BOND PRINT
DISCHARGE CERTIFICATE REGISTER
TEAM PERFORMANCE REPORT

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