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Multiple Groups / Clients |
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| IPOMS allows to manage Multiple Group of clients giving option for selecting complete group of clients or individual clients maintaining their details including Name, Address, Demat Account Details, PAN No etc. as required for IPO's and Mutual Funds. | ||||||||||||||||||||||||
| Sub Broker / Agent Management | ||||||||||||||||||||||||
| IPOMS manages Sub Brokers and agent data allowing selection of Sub Brokers / Agents depending on IPO / Mutual Funds. | ||||||||||||||||||||||||
| IPO Form Printing | ||||||||||||||||||||||||
Allows Printing through Dot Matrix / Inkjet / Laser Printers directly on forms. Prints 20-60 forms per minute depending on printer. Form Printing flexible to minor changes as per IPO form changes which can be easily managed at users level. Options for IPO WISE, GROUP WISE, SUB-BROKER / AGENT WISE, CITY/PINCODE WISE Printing of forms. |
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| Mutual Fund Form Printing | ||||||||||||||||||||||||
Allows Printing through Dot Matrix / Inkjet / Laser Printers directly on forms. Prints 20-60 forms per minute depending on printer. Most Mutual Fund Forms are already integrated. Additional / Custom forms can be added as per request at nominal charges. |
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| Select what to Print / What Not To | ||||||||||||||||||||||||
| Print options for printing / not printing allowing complete flexibility. | ||||||||||||||||||||||||
| - BROKER/AGENT CODE | ||||||||||||||||||||||||
| - HOME / BANK ADDRESS | ||||||||||||||||||||||||
| - BIDDER DEPOSITORY ACCOUNT DETAILS | ||||||||||||||||||||||||
| - BID OPTIONS | ||||||||||||||||||||||||
| - MAPIN/TEL. NO./FAX/EMAIL | ||||||||||||||||||||||||
| - PAN NOS. | ||||||||||||||||||||||||
| Printing Mailing Labels | ||||||||||||||||||||||||
| Zone wise, Group wise, City wise, Pincode wise Label printing with Post Office compliance well integrated. | ||||||||||||||||||||||||
| Managing Groups / Clients | ||||||||||||||||||||||||
| Option to Search / Edit / Delete Whole Group or Individual Clients. Searching Clients by GROUP/CLEINT NAME/(NSDL/CDSL) | ||||||||||||||||||||||||
| BENEFICIARY ACCOUNT NUMBER etc available. | ||||||||||||||||||||||||
| All time Support | ||||||||||||||||||||||||
| All time online support and/or onsite support during publication delivery deadlines and other wise by dedicated development / | ||||||||||||||||||||||||
| support staff. | ||||||||||||||||||||||||
| Administration Facilities | ||||||||||||||||||||||||
| Regular Backup of Data and Restoring data from backups integrated to avoid data losses & catastrophes | ||||||||||||||||||||||||
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