I2MS

INVESTMENT MANAGEMENT SOLUTION

I2MS is a investment management
solution for wealth management firms

Customer Management

Portfolio setup based on Goals
Customer Login
Relationship Manager linking to Customer

Mutual Funds

CAMS, Karvy, FT and Sundaram NAV and transaction feeds Purchase, Redemption, Dividend, SIP, SWP, TI, TO Reversals

Fixed Income

Bonds, Fixed Deposits, NCDs
Cash flow projections
Cumulative and Recurring Interest

Reports

Short term and Long term Capital Gains
Profit and Loss
XIRR
Indexation
Email alerts
Corporate Reports

Equities, FNO

BSE, NSE feeds
Buy/Sell Posting
Corporate Actions
Restricted list