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| iFinance™ Modules |
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| Wealth Management |
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Product Library |
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Product Category |
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Investment Plan Management |
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Model Portfolio Developer | |
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| Portfolio Management |
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Virtual Product Library |
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Portfolio Developer |
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Risk Calculator |
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Market Trend |
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Proposal Management | | |
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Personalized Portal |
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Sales Activity Management |
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Workflow Management |
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Project Management | |
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| Contact Master |
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Loyalty Client Management |
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Salesman Management |
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Contacts Segmentation |
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Security Management | | |
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| Marketing |
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Event Management |
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Mailings |
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SMS | |
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| Client Portfolio Management |
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Personal Profile |
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Account Management |
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Performance Valuation Report | | |
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