Connecting the Disconnected Financial Ecosystem

Mercury is a B2B fintech specialist with a digital-first approach, tailored to meet new age wealth management requirements, based on open architecture and modular structure with flexibility to integrate with several back-office and front-office software across different channels to provide enhanced & seamless user experience.

Open Architecture and Modular Platform

DIY or Assisted Digital On-boarding for investors

Increase in revenue and profits

Seamless integration with other service providers

Increased Productivity of the Advisors

Lower total cost of operation

Opportunity to cross-sell and upsell multi-asset products

Enhanced User Experience

Participate and Leverage Market Place

Digital client

Digital Client On-boarding

Digital Client On-boarding

  • V-KYC
  • C-KYC
  • IA-KYC
  • Multiple UCC for distinct Assets
  • Family Tagging
  • Multiple Portfolios for Single Clients

Portfolio

Model Portfolio

Model Portfolio

  • Creation
  • Bulk Tag
  • Rebalancing
  • Performance
  • Subscription
  • Asset Allocation

trade order management

Proprietary Trade Order Management

Proprietary Trade Order Management

  • Multi Asset-Trade Order Management
  • Strategic and Normal Trades
  • Suitability Matrix for compliance
  • Rational Tracking
  • Logs with Date, Time & IP

advisor 360

Advisor 360 Degree Dashboard

Advisor 360 Degree Dashboard

  • Client wise MIS
  • AUM wise MIS
  • Revenue wise MIS
  • Sales wise MIS
  • Goal wise MIS
  • Securities wise MIS

client 360 dashboard

Client 360 Degree Dashboard

Client 360 Degree Dashboard

  • Analysis of Invested Wealth
  • Goal or Portfolio Summary
  • Portfolio Performance
  • Holdings Summary
  • Capital Gains / Loss
  • Analytics and Insights
  • Activity Logs

CRM

Customer Relationship Management

Customer Relationship Management

  • Prospect Management – Create and Nudge
  • Interaction Management – Appointments, MOM, Notes & Reminders
  • Task Management – Create, Assign, Reassign, Record and Complete
  • Activities – Record Risk Profile, Transaction logs, tasks, Appointments etc

fee administration

Fee Administration

Fee Administration

  • Template Setup
  • Proposal and Validation
  • Invoicing
  • Fee Recovery

awards and incentive

Brokerage and Incentive Administration

Brokerage and Incentive Administration

  • Receivables
  • Payables
  • Reconciliation
  • Employee Incentive Management
  • Referral Management

Goal Planning

Goal Planning

Goal Planning

  • Goal Master Setup
  • Mapping and remapping of transactions
  • Goal tracking
  • Goal based reporting

Reoprting

Reporting

Reporting

  • Business MIS
  • Client Level Reporting
  • Capital G/L
  • Audit Controls
  • Scheduler based Reporting
  • Compliance Reporting

Master Setup

Master Setup

Master Setup

  • Product Master
  • Role-Based Access Control
  • Risk Profiler
  • Categorization for MIS

Utilities

Utilities

Utilities

  • Exchange Integration
  • Schedulers
  • Transaction Management
  • Feed Management

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