Investor Relation Management
Investor Relation Management (IRM):
IRM is a web based back office and financial planning application which allows investment advisory companies in India to manage their investor data base and their portfolios. It supports Mutual Funds, Insurance Products, Loans, Post Office Saving products and Stocks. It supports branch and user level access control and role based security.
Arrow Auto updating of NAVs and Dividend information for Mutual Funds
Arrow Auto import of MF transactions from transaction feeds of Registrars
Arrow Bulk Import of contacts, products
Arrow Bulk SMS to contacts or customers
Arrow Customer Portfolio via E-mail
Arrow Insurance renewal alerts
Arrow User maintenance and user targets
Arrow Customized calendars for targets
Arrow Reports such as Receivable report, AUM report, Portfolio Report, Insurance renewal report.
IRM has a tool for Financial Planning as optional. Financial Planning takes a holistic view of individual life-long financial needs and personalized investment strategy to help meet the needs. The recommendations and financial position of an individual will be shown in a pictorial view.
The following are the list of reports:
Arrow Recommendations
Arrow Age Vs Wealth
The following are the list of charts:
Arrow Current and Recommendation Asset Allocation pie Charts.
Arrow Portfolio Roadmap for Age vs Existing, Planned Portfolio.
Arrow Life Goals 3D-BarChart with goal Age vs Current and future Life Goal value.
Arrow Age vs Goals, Portfolio 3D bar Chart.
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