Manage your mutual funds and securities sales programs more effectively using comprehensive data provided by EAI's Mutual Fund/Securities Processing Module. It can be used independently or in conjunction with other modules to understand a client's total investment portfolio and identify opportunities for cross-selling.

Mutual Fund/Securities Module features:

• Mutual fund order entry tracks new account generation from customer profiling through the application process
• Collects and displays complete transaction data including expected revenue from sale
• Stores product information including vendors' breakpoints, dealer concession and trailer rates, CUSIP numbers and market symbols
• Monitors production and sales performance by agent, office and company

For more information or to request a demonstration, Contact Us.