CSI Wealth Manager is a Merchant Banking Application for The Merchant Banker for Portfolio Management.
This application will encompass End to End Merchant Bank operations that will include portfolio opening to portfolio closing. The aim of the CSI Wealth Manager is to make the Merchant Banking operation faster.
CSIWM has been designed by following BangladeshSecurity Exchange Commission (BSEC) compliances.Wealth Manager performs with all kind of Multi Asset (i.e. Quoted, Non-quoted Stocks, Fixed income securities, Quasi Securities) Class. Easy Product Design facilities are available for Discretionary, Non-Discretionary Investors like Monthly Deposit Scheme (MDS), Sharia Based and Omnibus Product for Portfolio Manager. Automatic Trade distribution with multilayer approval system makes operation easier for portfolio manager.Return on Investments (ROI) by setting target with Hurdle Rate, Profit Sharing and other parameters can gives smooth result of Portfolio(s) Investment. CSIWM has facilitations with smart reporting to manage the growth of portfolio management efficiently and effectively. Automated portfolio performance analysis (i.e. Return calculation on Money, Time, Liquidity weighted) and risk analysis (i.e. Price alert, Corporate action alert, Margin call alert) will help in rapid decision making.
Product Screen Shot