A comprehensive system geared towards investment advisors, the Investment Management System empowers advisors to provide a wide range of services to their clients through a computerised system. Now, payment reminders, current status of portfolios, investment breakdown into various segments (like debt, equity and long term planning), are easily managed. Thus IMS is a comprehensive system developed to take care of all types of investments including mutual funds, post office investments, bonds, insurance policies, etc. The system is scalable and provides assistance to individuals, as well as small and large scale enterprises.

Its features include:

• Investment record entry/retrieval across sector;
• Online/offline update of mutual fund NAVs, schemes, and reports;
• Complete customer management;
• Comprehensive master data management;
• Statement printing;
• Automated reminder service.