Product Profile of Client Information Management System
Winsoft Technologies [I] Pvt. Ltd. offers Client Information Management System. Winsoft Technologies [I] Pvt. Ltd. supplies soft ware. Client Information Management System has been developed to allow Brokerage houses/ banks to open a client account as per different Indian regulations [for e.g. RBI, SEBI, NSE, BSE, NSDL, CDSL etc.] & maintain common repository of all master data related to the clients. Client Information Management System has been designed to ensure the accuracy of data entered, to handle KYC norms, and to avoid creation of duplicate client accounts etc. it is available in the brand name of SmartCIMS.
Key Features of Client Information Management System
- Web based interface for hassle free usage, deployment across different locations. Also enable to use from internet to open accounts.
- System generates a unique number/User Id/Password common for all products offered by the company. This ID never changes, based on this ID, client will be able to see all his trades / positions / holdings/ margin etc through web enabled services.
- System generates Trading code [UCC] as per the exchange rules for trading clients.
