The objective of our Web based application Investment Service System is to provide integrated, uniform, relevant and up-to-date information of the Non Banking/Banking Investment business process to an enterprise. ISS 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 Details
- New Applicant Entry
- Edit Applicant Profile
- Delete Applicant Profile
- View Applicant Profile
- Verify & Aprove Applicant
- MoneyReceipt Print
- Certificate/Bond Print
Executive/Agent Detail
- New Executive Entry
- Edit Executive Profile
- Delete Executive Profile
- View Executive Profile
- Verify & Aprove Executive
- Welcome Letter Print
Transaction
- Premium Payment
- Executive Advance
- Executive 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 Details
- Change Password
- User Permission
- Plan Master (MIS, MRS, FD, RD etc)
- Ecommision 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
- Branch Wise
Advance Payment Register
- Date Wise
- Executive Code Wise
- Plan Wise
- Branch Wise
Business Summary
- Date Wise
- Branch Wise
- Executive Code Wise
Maturity Payment Register
Cheque Payment Register
Bonus Register
Executive Tree
Executive Business Statement
Executive Wise Advance Details Print
Applicant Money Receipt Print
Applicant Certificate/Bond Print
Discharge Certificate Register
Team Performance Report