Explore Our Amazing Features!

Discover the powerful capabilities and benefits of our custom SmartERP solution.

Core Features

Shareholder Management

  • Registration & Profiles

    Comprehensive shareholder database with KYC/AML compliance and unique Folio Numbers

  • Bulk Data Import

    Efficient import from CSV/Excel files for large-scale data migration

  • Audit Trail

    Immutable record of all changes with comprehensive tracking

Core Features Dashboard

Advanced Features

Investment Portfolio Management

  • Real-time Performance Tracking

    Monitor investment performance with up-to-date valuations and analytics.

  • Automated Alerts & Notifications

    Receive timely alerts for market changes, dividend payouts, and compliance deadlines.

  • Financial Reporting & Statements

    Generate comprehensive financial reports and statements for investors and regulators.

Advanced Features Dashboard