Solutions

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 On-boarding

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

Model Portfolio

Creation
Bulk Tag
Rebalancing
Performance
Subscription
Asset Allocation

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 Degree Dashboard

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

Client 360 Degree Dashboard

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

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

Template Setup
Proposal and Validation
Invoicing
Fee Recovery

Brokerage and Incentive Administration

Receivables
Payables
Reconciliation
Employee Incentive Management
Referral Management

Goal Planning

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

Reporting

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

Master Setup

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

Utilities

Exchange Integration
Schedulers
Transaction Management
Feed Management

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