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Office Manager 8i

Office manager 8i is an complete automated solution for back office operations of intermediaries engaged in the distribution of financial products. The sophisticated software generates periodical reports which makes monitoring of entire operations centralized , proficient and systematic. It takes charge of the entire process flow in a systematic and automated user friendly manner, tracks all transactions , calculates brokerage and calculates commission payable. The head office module allows all critical back office specific functions like administration , master maintenance , entry of brokerage slabs ,import of transactions , brokerage reconciliation, calculation of sub brokerage payable. The web based branch module facilitate access to the software for the purpose of client creation , transaction entry , and other relevant activities including generation of deal slips. It also allows the respective user to login the software and view specific performance reports like AUM, Gross Mobilization, Net Mobilization, Balance Units and Sold Units report.

  • Plugs leakage of income
  • Increases operation efficiency
  • Generates Business critical MIS
  • Supports distributed and centralized operations.
  • Connects to sales network
  • Generates professional reports and enhances brand image
  • Industry data feed from our centralized database.
  • Developed using latest technology using .MS .net and MSQL database
  • Browser based product
  • Password policy
  • Access control
  • Audit trail
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