PCS e-Mutual Funds is an integrated web solution that allows a Fund Distributor to support their Clients’ needs by leveraging web technology for all its business functions.
With PCS e-Mutual Funds, a financial institution may provide:
Business to Business services (PCS e-Mutual Funds B2B) to all collaborative partners (RM’s, insurance salesmen, bank branches, other agents etc.) Thus providing complete customer support service (portfolio positions and evaluation, statements, tax report etc.) for the end-client as well as a platform for recording online real time all possible transaction (subscriptions, redemptions, switch etc.). Real time interface with the corresponding core banking system to debit / credit corresponding banking accounts (Client’s and Fund’s Accounts)
Business to Consumer services (PCS e-Mutual Funds B2C) to investors/unit holders with a web self-service customer service, mutual funds on-line trading, statistical reporting of fund performance, portfolios etc.
Web Services to any internet point or external application requiring XML Data Exchange from the investment company.