Bonanza FIT (Fund Internet Trading) is designed for investors who are clients of the fund selling agent. The system enables investors to make various investment transactions online through a web browser. The system sends the information to the Bonanza Selling Agent system so that the fund selling agent continues to collect information to the Fund House.

 

Bonanza FIT

SYSTEM FEATURES

  • Support for account opening. Print the application form of various Asset Management Companies.
  • Supports investment risk assessment.
  • Support to browse historical transactions which can be view according to Asset Management Company, Unitholders Number, Fund, and Transaction date range.
  • Support the enquiry of portfolio holding to see the unit balancing. The output can be displayed as graph and table.
  • Support for the purchase of investment units (Subscription)
  • Support for the transaction to sell of investment units (Redemption)
  • Support for switching transactions within the asset management (Internal Switching)
  • Supports reviewing waiting lists, processing, viewing, printing reports, or canceling transactions, etc.
  • Supports setting investment plans for buying and selling investment units.
  • Supports password change.

 

The system provides the following features for dealers / marketing officers:

  • View the Total Asset Value of all customers under the supervision of Marketing who are logged in. They are listed by Asset Management Companies and Fund names.
  • View asset value by customer classified by Fund, Fund Type, and Asset Management Company. Display information in a graph and table.
  • Supports opening fund accounts on behalf of clients through the system.
  • Supports the download of an account opening document (Blank Form) of each Asset Management Company.
  • Support for purchasing funds on behalf of customers through the system.
  • Supports fund sales transactions on behalf of customers through the system.
  • Supports the exchange of funds on behalf of customers through the system.

 

Internet Trading administrators can use the system as follows:

  • Search information:
    - List of application for opening an account
    - Buy / Sell / Switchable transactions
    - User list
  • Manage data. Send data from Bonanza FIT back to Bonanza Selling Agent (Client / Server) system and send data from Bonanza Selling Agent (Client / Server) system back to the Bonanza FIT system.
  • Set time to buy, sell, and switch (in/out) of Internet Trading.

 

Request a demo? Call us +66 02861 4820 ext 5620-5622, 5629

Or send us an email and we'll try to get back to you as soon as possible.