KBOLT automates routine tasks like transaction processing, statement generation, and report creation, freeing up resources for strategic initiatives. This way, clients can reduce their operational costs by streamlining processes, and minimizing manual intervention can lead to substantial cost savings. This directly leads to improved accuracy by minimizing human error through automation and robust system controls.
KBOLT is a comprehensive application designed to meet all the needs of Investor Service Centers (ISCs). Users can input mutual fund applications, print account statements, generate a variety of reports, and query investor data. KBOLT enables faster processing time by expediting transaction processing and reducing turnaround time for requests for quicker access to investor information. This results in enhanced customer service, providing timely and accurate information to investors through various channels.
KBOLT gives you access to real-time data on fund inflows, outflows, and investor behavior, enabling timely decision-making. By leveraging advanced analytics to identify trends, opportunities, and potential risks with data-driven insights, you can provide improved portfolio management by making informed investment decisions based on accurate and up-to-date information. KBOLT provides a wide range of transaction and MIS reports, from simple Daily Transaction Reports (DTRs) to complex inflow/outflow reports to monitor subscription and redemption positions in real-time.
Built on a robust technological foundation, KBOLT offers features that cater to the evolving needs of the investment industry.
KBOLT has a subscription service for account statements and frequently used reports. This enables ISCs to set up auto-mail delivery, ensuring timely access to essential information on their desktops. The management console empowers head office executives and accountants to monitor nationwide fund and transaction activity. KBOLT also facilitates simplified compliance by adhering to regulatory requirements through automated processes and standardized procedures. This helps in risk mitigation by identifying and mitigating potential compliance risks with robust controls and monitoring.
Protecting sensitive investor data is crucial, but manual processes and outdated systems can increase the risk of data breaches. KBOLT implements robust security measures to protect investor data and ensure compliance with data privacy regulations.
Know how KBOLT can contribute to the overall growth and success of your asset management company.