MIO – My Investment Online
Design and Develop An Online funds transaction platform
About the project
OpsGreat design & develop an enhanced online platform for VinaCapital’s wealth management business, that enables most of VinaCapital’s open-ended funds and managed account products to be transacted and tracked electronically, to reduce paperwork, and to run detailed reports and business analyses that enable VinaCapital to better analyze business performance.
The online platform would not only automate core processes related to customer transactions of VinaCapital funds and managed accounts, but would also deliver enhanced value to investors and partners, and serve as a point of differentiation for VinaCapital’s wealth management business versus competing local fund management companies.
PlatformFEATURES
Investor module
Manage Investor
Manage Account
Import investor
Update sales codes & BDA
Send BDA information
Call history and note log
Opening Workflow on Web
Opening Workflow on APP
Opening Workflow through Portal
Opening Workflow through API
Investor Documents
Transaction module
Transaction database
Database NĐT
Pending transaction
Import transation
Transaction source
Fee scheme calculator vinasave
Fee scheme calculator switch transaction
Compare VSD R44'
Update final NAV
R53 follow SUB
Upload final R44
Approve transaction
Investor information
Investor balance
NAV monthly
Number of outstanding shares
Login Mio
Announcement
Trading calendar, holidays etc
PDF confirmation
Holding Period and Redemption fee estimation
Reporting module
Management Report (Interactive Dashboards)
Investor Balance Report
Partner Business Report
Fund Performance Report
Business Sale Report
BDA KPI Tracking Report
Red Alert Report
Record management report
Export Functions to Excel
Report Automation to email, portal, website
Auto-Notification
Authorization module
Authorization
Roles
Roles management module
BDAs
Individual Partners
Referral
Admin
API management module
Digital Partners
VSD
Standard Charter Bank
Vietguy (SMS)
G-Call (Telesales)
Website (Fund Data)
Portal management module
Bank Partners Portal
BDA Portal
Referral Portal
Product management module
Accounts
Funds
Products (Auto-investment, VTIP)
Fee schemes by products
Order types (Buy, Sell, Switch, Transfer)
News management module
News
Blos
VinaCapital investment
Investment education
System log management module
Active users on MiO web
Active user on MiO app
Active user on MiO API channels
Source and transaction tagging log
Export Functions to Excel
Security control module
IP approval list
Public report type
OTP
Source Code
Server / Data center
curious what we can do for your business?
Our services are tailored to your business’s needs. We are looking forward to discussing it further.
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