MFund - Mutual Funds


MFund ISS | Investor Services System -3i Infotech
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MFund ISS - Investor Services System

Overview

MFund-ISS, our feature-rich, Web-based Investor Services System, is a cost-efficient technology platform used by the most reputed unit trust management companies worldwide to overcome operational and business challenges and market risks.  Part of the MFund suite but available as a single product as well, this muti-tiered solution offers robust sales and distribution support and sharp MIS tools to help businesses accelerate growth and drive profitability.

Key features

  • Streamlined operations with an intuitive, user-friendly interface
  • User-definable desktop for frequently used menu items
  • Unit holder record creation and maintenance, with a robust Know Your Customer workflow process
  • Master accounts maintenance
  • Streamlined sales (IPOs, new, and additional sales), pension funds, mutual funds, and savings management
  • Loan-financed sales, repurchase, or redemption management
  • Pop-up notifications and search functionality
  • Multi-tiered distribution module with various compensation computation logics
  • Advanced, domain-rich MIS reporting tools

Differentiators and Benefits

Key differentiators

  • Definable operational parameters/masters for data validation
  • Comprehensive operational support, covering everything from investor and agency services to marketing and sales support, back-office operations, income distribution, and statutory compliance and reporting
  • Round-the-clock information access for fund managers from different geographies and time zones
  • Fully parameterized date and number formats
  • Fund characteristic modification any time during the fund life cycle
  •  Wide range of fee and commission definition features
  • Web-based transactions across branches

Key business benefits

  • Efficient management of marketing, sales, and agency services management
  • Smooth statutory compliance and reporting
  • Productivity boost with simplified income distribution processes
  • Streamlined back-office operations and optimal branch office setup
  • Convenient transactions and information processing with Web interfaces
  • Increased business agility and quicker response time with round-the-clock anytime, anywhere access to business information