MF - Brokeage Reconciliation

Dear MF Agent,

We are congratulating you for positioning in TOP 100 MF Advisors of India.
To reach this position you have done a tremendous effort to get the MF Investments build a large size of AUM.
In the current situation Trail is only the Income source you have.
Have you ever try to calculate your Trail commission? Or Have you ever worry about
The correctness of the figure of the Trail receiving form AMC / RTA Agents?
There are lots of conspiracies to calculate the Trail for your ARN CODE.

We have solution to reconciliation of Trail Brokerage.
- You can reconcile the Amount received (Deposited in your Bank Account) with, Amount to be received (Committed) rates offered by Sales Person of AMC.
WT Software will provide you Claim Report to be produced with Respected AMC to recover mismatched amount.(With Folio Nos.)

Additional benefits:
- You can estimate your receivable Trail.
- Can bifurcate the Trail among your clients/RM / Sub broker.

WT Software provided by FIN-SOFT is capable to calculate the Trail commission and even Reconciliation it.
P.S. Please don’t mixed up the features of the tool with your current back office or front office MF/Wealth management Software.
If you have must went through the Report " Indian Financial Distribution Industry at the CUSP:" Vision2020. By CRISIL.
In the 5 Year Growth Story : The AUM and Income Shallbe grow by 3 times.
Kindly Project your-self "Whether you want to beat the Benchmark Growth"? and How much you want to spend after it.(Only with technology help you can maintain this).
To whom it is useful?

All type of ARN Holders, who are managing sizable AUM & earning sizable trail commission. (IFA - Individual Advisors, Corporate etc)

For further details kindly contact us with your full details:

Name of Organization.
Contact Person: Name:
Email ID Cell No:
Thanks & Regards,
Ashesh Shah

Trail Brokerage Reconciliation.
Mutual Funds Brokerage Reconciliation.