IRM is a web based back office and financial planning application which allows investment advisory companies in India to manage their investor data base and their portfolios. It supports Mutual Funds, Insurance Products, Loans, Post Office Saving products and Stocks. It supports branch and user level access control and role based security.
Auto updating of NAVs and Dividend information for Mutual Funds
Auto import of MF transactions from transaction feeds of Registrars
Bulk Import of contacts, products
Bulk SMS to contacts or customers
Customer Portfolio via E-mail
Insurance renewal alerts
User maintenance and user targets
Customized calendars for targets
Reports such as Receivable report, AUM report, Portfolio Report, Insurance renewal report.
IRM has a tool for Financial Planning as optional. Financial Planning takes a holistic view of individual life-long financial needs and personalized investment strategy to help meet the needs. The recommendations and financial position of an individual will be shown in a pictorial view.
The following are the list of reports:
Recommendations
Age Vs Wealth
The following are the list of charts:
Current and Recommendation Asset Allocation pie Charts.
Portfolio Roadmap for Age vs Existing, Planned Portfolio.
Life Goals 3D-BarChart with goal Age vs Current and future Life Goal value.
Age vs Goals, Portfolio 3D bar Chart.
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Testimonials
President, Dallas Client Company Date: May 25, 2010
"Wow. Looks good! ......This is exciting. This is what my site has really been missing for about a year, and without it, I haven’t really been able to go after some big clients."
