Client Management
Client profiles, addresses, relationships, groups, notes and unique IDs associated with service providers.
Features
Everything connected to the client.
FPMS covers the information needed to organise a Postal Agent's client portfolio — from client records to investments, documents, events and reports.
Portfolio Management
Maintain financial products and investments associated with each client.
Products & Providers
Maintain products, categories, providers, interest/rate information and related configuration.
Deposits
Manage deposit details, deposit frequency, interest frequency and modes of deposit.
Nominees & Co-applicants
Maintain nomination information and co-applicant relationships associated with investments.
Documents
Upload and associate PAN, Aadhaar, Passport and other proof documents with client or product records.
Events & Follow-ups
Track birthdays, maturity and renewal dates, deposit dates, follow-ups, expiring documents, appointments and agent-created reminders.
Reports
Generate portfolio, client-wise, product-wise, maturity, deposit, interest and nomination/document-related reports.
Configuration
Masters & supporting information
Structured master information covers products, providers, relations, occupations, addresses, proof documents, frequencies, modes of deposit and other business information.