Software Include

  • Investor/Customer Back Office
  • Agent Back Office
  • Branch Back Office
  • Admin Back Office
  • Add On Modules

  1. Profile Management (View/Edit, Photo Upload, Change Password, Change Request)

  2. Maturity Details (Maturity Amount Details)

  3. Investment Details (Investment Amount Details, Premium Details, Premium Due Details)

  4. Documents (Certificate, Premium Receipt)

  1. Registration (Agent & Investor/Customer)

  2. Payment Modes (Cash, DD/Cheque, E-pin, E-wallet, Payment Gateway)

  3. Profile Management (View/Edit, Photo Upload, Change Password, Change Request)

  4. Documents (Welcome Letter, Receipt, Pan Card Confirmation, ID card)

  5. Network (My Directs, Downline Details)

  6. Investment (Investment Transaction, Total Investment, Own Investment, Downline Investment, Confirm Investment, Un-confirm Investment, Investment Certificate, Maturity Amount Details)

  7. Premium (Premium Transaction, Premium Details, Due Premium, Premium Paid Receipt, Penalty Details)

  8. Commission/Incentive (Income Statement, Allowance Details, TDS report, Award/Reward Details, A/c Ledger, Offer/Scheme Achievement Details)

  9. Rank Details (Rank Certification, Qualification Status, Rank Request Details)

  1. Registration (Agent & Investor/Customer)

  2. Agent Details (Directs, Downline Details, Investment Details, Premium Details)

  3. Agent Management (Profile Management, Document Management, Investment Collection, Premium Collection)

  4. Client Details (Profile, Premium Management, Investment Management, Document Management, Penalty Fee Management)

  5. Certificate Management (Print Certificate, Print Receipt for Premium Paid, Issue Certificate Details, Re-print Certificate)

  6. Maturity details (Investment Details, Maturity Amount Details)

  1. Registration (Agent & Investor/Customer)

  2. Agent Details (Directs, Downline Details, Investment Details, Premium Details)

  3. Agent Management (Profile Management, Document Management, Investment Collection, Premium Collection)

  4. Client Details (Profile, Premium Management, Investment Management, Document Management, Penalty Fee Management)

  5. Certificate Management (Print Certificate, Print Receipt for Premium Paid, Issue Certificate Details, Re-print Certificate)

  6. Maturity details (Investment Details, Maturity Amount Details, Close A/C)

  7. Commission Management (Commission Calculation, Commission Details, Income Statement, Income Summary, Commission Ledger, TDS Reports, Awards Details, Scheme/ Offer Details)

  8. Masters (Local Master, Narration Master, Advance Master, Offer & Scheme Master)

  9. Branch Management (Branch Master, Branch Details, Branch Wise Collection Details, Branch Wise Expenses Details, Inventory management, Branch Wise Joining Details)

  10. Cheque Management (Cheque Processing, Cheque Printing, Issue Cheque, Re-print Cheque)

  11. Advance Settings (User & Roles Creation, Log Details, Receipt Format Change, Welcome Letter Format Change, ID card)

  12. Utilities (SMS Master, Email Master, Help Desk, Internal Messaging, Upload document and business tool)

  13. Web Manager (News & Events Controller, Photo Gallery Controller, Achiever List Upload, FAQ)

E-pin Mangement

This handy utility allows you to easily create multiple prepaid vouchers based on products and distributor.

E-wallet

The virtual wallet that used as a pay mode for Cash withdrawn, transfer of earning and member to member amount transfer.

Payment Gateway

Our software support multiple payment options like Pre paid voucher, Pay cheques and various Payment gateway. to make online payments.

Copyright © 2021. All Rights Reserved.

Design & Developed by SANKALP