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MFI Office Manager is a complete automated solution for the back office operations of intermediaries engaged in the distribution of financial products. It takes charge of the entire process flow in a systematic and automated user-friendly manner, tracks all transactions, calculates brokerage receivable, reconciles brokerage and calculates commissions payable.
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 The high end software generates powerful periodical reports, which make the monitoring of entire operations centralized, systematic and proficient. Further it also plays an important role in sales tracking and monitoring.  |
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MFI Office Manager has the capability of handling all broad categories of products in primary markets -
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Mutual Funds |
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Fixed Deposits |
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Bonds |
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Post Office Instruments |
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Equity IPOs |
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The Head Office Module allows all critical back office specific functions like administration, master maintenance, entry of brokerage slabs, import of transactions, brokerage reconciliation, calculation of sub-brokerage payable etc.
The web based Branch Module facilitate access to the software for the purposes of client creation, transaction entry and other relevant activities including generation of deal slips. It also allows the respective user to login to the software and view specific performance reports, AUM reports, target reports, etc.
The Client Interface allows your clients to login to your site and view their portfolio performance reports. The reports are generated out of the centralized database and thus obviate the requirement of manual data entry. The report formats are similar as available in MFI Portfolio Tracker.
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| Developed using latest technology & robust RDBMS - MS SQL Server/ Oracle |
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Password policy with encryption features |
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Maker-Checker concept followed for critical entries |
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Fast and scalable system that improves your productivity and grows with your business.
Multi-user security provides an unprecedented level of data access, control and flexibility.
Quality customer service, training and support help ensure a smooth conversion, efficient start-up and effective ongoing operations. |
Leading banks and distributors have benefited immensely from the advantages offered by the market leader - MFI Office Manager. |
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Outsourced Model... |
ICRA Online has over the years gained comprehensive understanding and knowledge on the
operational aspects of a MF distributors back office.
We understand the nuances of the business and offer a winning solution to our customers. ICRA Online offers to host and maintain the software and handle all critical functions at our end to relieve you from the daily chores of back office management. Our team would take the responsibility of transaction import, reconciliation, computation of brokerage receivable and payable etc. ICRA Online would furnish periodic reports as may be required by the distributor to monitor the performance of the sales network.
With proven expertise in managing back office operations and processes ICRA Online offers a winning proposition to distributors to achieve a profitable, competitive and a highly scalable alternative to run their operations themselves.
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