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FundCore helps empower your wealth managers to manage clients efficiently, automate time-consuming tasks, and gain valuable insights to drive better investment decisions for your clients
Consolidate investments across Mutual Funds, Fixed Deposits, Bonds, Fixed Income, Equity, PMS and AIF in unified platform to deliver an exceptional client experience
Report on a consolidated basis as well as per asset basis. FundCore is unique in its cuboid-based reporting approach. Always have the most relevant data at your fingertips.
In addition to Portfolio, performance, transactions and Gain/loss; explore the deep sea of analytics with Sector, Industry, Stock Allocations. Identify exposure to vulnerable stocks as well an NFC/HFC sectors.
Built in master data and one-click reconciliation capabilities ensure the most accurate and upto date system. The unified architecture eliminates any synchronization gaps between the front office and back office resulting in consistency and accuracy down to the last penny.
Workflows that reflect the approval matrix of the client to ensure that all transactions are compliant and audited
Capture client specific guardrails that ensure that all investments are always in line with the investment policy guidelines of the client. FundCore applies pre-facto and post-facto checks on every investment and also notifies you in case of any deviations due to market movements.
Multiple template based notifications that keep Investors and partners in loop. Order Capture, SIP reminder, Missed SIP payment notifications ensure that nothing slips between the gaps.
Dashboards that provide a clear and crisp overview of information based on the user type. Clients see Invested, Current and Returns, while partners see Clients, AUM and Revenue.
This helps to visualize and analyze critical data and make data-driven decisions.
Choose the deployment option that best suits your security and regulatory needs. Leverage the flexibility of on-premise /private-cloud installation or enjoy the scalability and cost-efficiency of a GWS hosted cloud-based solution.
The platform that comes with Data. AMC, Scheme, NAV and Portfolio come built in so that you don't have to ever worry about missing or inconsistent data.
Offer a holistic overview to your clients including their held away and direct investments
We support all the transaction types including Fresh Purchase, Additional Purchase, Switch, Redeem, SIP, SWP, STP and Enhanced SIP as well.
