Solutions
The Mutual Funds Industry is constantly growing. With a large variety of Funds to choose from, selecting one can be a real challenge even for experienced Investors. Building and monitoring a diversified portfolio can be an overwhelming burden. To ease this burden for end-investors, the Industry has created the Mutual Fund Advisory Programmes, sometimes called "Mutual Funds Wraps" in the Western World.
PCS Mutual Funds WRAP is a software solution that may support a Mutual Fund Advisory Programme. WRAP is also an acronym for Wealth Research And Proposal underlining the main objective of the software, which is to investigate a potential Investor's investment needs and derive a robust Mutual Funds Investment Proposal through the various tools that the system offers.
PCS Mutual Funds WRAP is a fully-integrated software solution, which provides Investment Advisors and Mutual Funds Sales Persons with a fully featured Sales Tool, enabling them to offer comprehensive Mutual Fund Investment Proposals based on the Investor's profile, goals and needs, and at the same time, a complete instrument for monitoring over Mutual Funds Trends and Performances through comprehensive Mutual Funds Technical Analysis and Statistics.
PCS Mutual Funds WRAP can help Mutual Funds Sales Persons and Investment Advisors:
• Provide an investor with an investment proposal dynamically created through the Questionnaire's answers against predefined template investment proposals
• Use technical analysis, statistics and informational material to argue in favour of investment proposal's Mutual Funds
• Empower their proposal to the investor with sales arguments for a Mutual Fund available as soon as a Mutual Fund is selected
• Identify, track, trend, and correct problems in their investment strategies of Mutual
• Funds through technical analysis, such as, Beta Indexes, Price Moving Averages Mutual Funds Buy and Sell Signals etc.
• View Mutual Funds Statistics upon performance (one year, tree year, five year, one month, three month, six month), Assets / Asset Classes, Expenses etc.
• Display a comprehensive view of a Mutual Fund including static data, performance, portfolio structure information etc.
• Have access to any Mutual Fund Reports and Documents such as Prospectus, Annual Report, Sales Brochure etc (dynamically managed)
• Receive Real Time Messages through the System
