Mutual Fund Organizer is a software for share market brokers and agents. It has the following set of features:
- Single user, password protected application
- Add clients and organise them in groups.
- Manage funds and schemes.
- Add applications for schemes and clients. Its has data like the number of units purchased, cheque number, folio number, NAV, Amount, SIP etc.
- View applications by ‘Funds and Schemes’ or by ‘Groups and Clients’.
- Comprehensive search by ‘Groups’, ‘Schemes’, ‘Date’, ‘Client Name’, ‘Client DOB’, ‘SIP’, ‘Commission Received’ etc.
- Separate reporting ‘Fundwise’, ‘Schemewise’, ‘Clientwise’, ‘Foliowise’, ‘SIPWise’, ‘Datewise’ etc. You can also set the order of the fields and can also select which fields to print to streamline the report according to the information needed.
- Backup and recovery of data.
This software, in addition, needs .NET Framework to be installed on your system. Please also note that the initial password for the application is ‘12345’.
The price of the software is only $15 (one time). Please don’t forget to provide your email during checkout process because we will send you the serial key through email. Please also install the software before making a purchase to make sure it works on your system. The software is no longer actively maintained but the developer is willing to make customisations if it solves your basic purpose.