Internet Trading System for Mutual Fund and
Wealth Management System for Investment Consultant (IC)
Received ISO27001 (Information Securities Management System) and
ISO27701 (The Privacy Information Management System) certifications
Internet Trading System
for Mutual Fund
consisting of functions related to the trading of Mutual Funds for investors and investments pursuant to investment plans while supporting to send orders to FundConnext system or to the member companies’ system.
Streaming Fund+ : Mutual Funds trading application for retail investors (iOS and Android). |
Supporting normal orders, long orders and DCA (Dollar Cost Average) orders. |
Mutual Funds information e.g. past performances, details of the Funds, minimum investment amount, fees, and prospectus. |
Setting the recommended Funds for investors. |
View investment ports and order status. |
The investors can open Mutual Funds trading accounts via the application. |
Additional Functions: Wealth investment plans to advise investors to invest in accordance with the plan that member companies (Selling Agent) provide based on the investors’ risk level as well as summarized investment results for investors in order to recommend for rebalancing portfolio. |
Wealth Management System
for Investment Consultant (IC)
consisting of functions for tracking status of customers’ portfolio and advising investment plans while supporting to send orders to FundConnext system or member companies’ system.
Wealth for IC application for investment consultants (iOS and Android). |
Generate rebalancing orders to be in line with the recommended investment plan. |
Mutual Funds information e.g. past performances, details of the funds, minimum investment amount, fees, and prospectus. |
Summary customer status via IC dashboard where information can be viewed under hierarchy permissions and branch permissions. |
View investment ports and order status. |
+66 2009 9999 | |
www.set.or.th/contactcenter |