For a long time, offshore funds have remained a favored financial product among investors. Whether in the mutual fund industry, investment advisory sector, securities firms, banks, or life insurance companies, offshore funds are regarded as a crucial component of wealth management offerings. The current framework categorizes overseas fund operations into two roles: ‘Master Agent’ and ‘Sales Agent.’ Systemweb Technologies can cater to the needs of both Master Agent and Sales Agent, providing a comprehensive, convenient, and integrated solution.
Targets: Fund House, Investment Advisory, Securities Firm, Insurance Company and various investment departments and investment managers.
Highly adaptable system:Offshore fund companies have varied regulations and fund structures. The system is designed with parameterized configurations to achieve maximum operational flexibility in accommodating diverse workflows.
Seamless integration of user interface:Seamless integration of Master Agent and Sales Agent, ensuring consistency in both operational interface and system logic.
Customer Identity Integration: Customers only need to open a single account to conduct transactions for both individual accounts and comprehensive accounts. If the domestic fund management system is also adopted, integrated domestic and overseas beneficiary account opening is provided.
Fulfilling Localization Regulatory Reporting Requirements: Integrating with the centralized depository reporting platform and trading platform data exchange processes, seamlessly incorporating them into daily operational workflows.
B Share Trading and Account Segregation Processing.
Convenient Query and Customer Service.
Customizable Reports and Various Option Codes: Users can configure report approval columns, add explanatory notes, and define various option codes as needed.
Data Reconciliation without Omissions: Each transaction is managed with a unique reference number, ensuring no data is overlooked.
Seamless System Consistency: Integrated domestic and overseas beneficiary account opening (if the Onshore Transfer Agent System is simultaneously adopted); online appointment for account opening, and seamless data transfer for offshore fund online transactions (if the Onshore Transfer Agent System is simultaneously adopted).
