I2MS has been built for a leading investment advisory firm. It currently supports 200+ customers and 1000+ mutual fund schemes.
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
