Overall Feature Highlights

Desktop Functions

User-friendly desktop tools are provided, including :

Market News and Commentary		Institution Announcement
Customer Appointment		Index
Forex		Interest Rate
Product Search

Customer Management

To process and check customer details. Customer alert function is provided. Customer appointment function and customer contact records are also available.

Analysis

Risk assessment and financial analysis are provided for the users. Risk models can be defined.

Advisory

Financial product advisory can be conducted for the customers. Financial calculators are provided. The user can generate proposals, perform product comparison and carry out hypothetical portfolio simulation.

Sales Order

Sales orders are processed. Order status can be retrieved quickly.

Portfolio Management

Gap analysis tools are provided. Portfolio switching can be performed.

Product Management

Product setup can be made, such as:

Institution Announcement Setup		Product Setup
Portfolio Setup		Recommendation List Setup

System Administration

These include user setup, branch setup and team management.