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Stupendous growth of wealth management industry has unleashed immense opportunities and prospects for the financial advisors. ICRA MPOWER comes forth as a solution which not only lets you harness this opportunity but also helps you meet the pressing and ever-growing demands of your investors in a personalised and professional way and tame competition.
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 ICRA MPOWER equips you for all your business needs, which make you operational from day one by offering you the best of the products available to any large distributor at highly economical prices  |
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ICRA MPOWER as a package brings to you a tool to produce high quality research reports, guide the investors through a proper financial plan and service them regularly by way of periodic portfolio performance and valuation reports. At the same time, also does it give the functionality of managing the critical back office operations to plug leakage of income and generate critical MIS.
ICRA MPOWER gives you a combo pack to pick and chose in line with your business needs. It gives you:
 Preformatted investor friendly Research Reports personalised with your logo to add value to your recommendations. Prepared and designed keeping your business needs in mind after an in-depth analysis, ICRA MPOWER generates a gamut of reports to support a wide spectrum of financial analysis and advisory needs. |
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Fund Performance Score Card |
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| Portfolio Composition Analysis |
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Alerts – NAV & Portfolio Valuation |
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Online Portfolio Tracker to track the investments of your clients based on their investment profile. It gives a comprehensive profile of returns on each transaction, both in short term and long term, computes exposure at sector and company level on the basis of underlying portfolio and generates various reports. |
Comprehensive and automated MF Back Office Operations Management solution to track and process all your mutual fund transactions. The high end software takes charge of the entire process flow in a systematic and user-friendly manner, tracks all transactions, calculates brokerage receivable, does reconciliation and calculates commissions payable. Generates powerful reports, which make the monitoring of the operations centralised, systematic and proficient. It imports all transactions directly form the R&T feeds and help you generate business critical MIS. |
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A Financial Planner developed to assist you in advising your clients, a judicious financial plan. The software gives you the flexibility of classifying various risk profiles, suggest asset allocation and set other parameters required to build a model portfolio. It has various modules which can be used independently and together: |
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| FEATURES |
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Completely Browser Based |
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Maker – Checker Concept |
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No Administrative Hassles |
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Data Security |
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128 – Bit Encryption |
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Access Control |
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Audit Trail |
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Secure Network Transmission Channel |
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Risk Profiler – evaluates the risk taking capability of the investor based on important parameters like financial health, financial knowledge and purpose of saving among others, by way of simple questionnaire
Portfolio Diagnostics – performs a complete X-Ray of the current portfolio and suggest changes taking into account the risk profile of the investor. The module performs an in-depth analysis of the underlying assets in the portfolio and generate various visually pleasing reports. |
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Portfolio Builder – fully customisable product that helps to build client’s portfolio based on risk appetite, current income and expenses, future estimates, assets and liabilities and rebalances the portfolio to maintain the requisite asset allocation. |
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ICRA MPOWER is a technically robust and secure application developed to make you operational from day one without any technical or administrative hassles and risk. |
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Research & Analysis
