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.
- 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.