Streamlined operations: Improved usability, minimized human errors thus enhancing report accuracy and enabling easy accessibility of information
Implemented additional reports: Based on key financial Metrics like Securities and Funds Ageing Analysis & XIRR (Extended Internal Rate of Return)
Accurate Forecasting: Accurate calculation of Return on Investment (ROI) by capturing 'acquisition date' of historical data
Enhanced MIS reports: Business information available in high-quality reports which are accurate and reliable
Detailed data capture at transaction level: viz. purchase, sales etc. with the option to enter flexible fees viz. brokerage, consultation, exchange, subscription, and placement
Robust tracking mechanism: Customer is now able to track the investment in various asset classes and multiple currencies with key profitability values and also able to track key metric such as CAGR in detail
Financial consolidation: Financial consolidation of all investments under a single reporting currency .i.e. AED Customer is now able to consolidate the multiple currencies into AED at any given point of time and can calculate the total investment both in reporting currencies (AED) and respective foreign currencies.