SigmaSoft Inc. (Barbados)
Barbados : (246) 418-9025 sigmasoft@caribsurf.com
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FMS 2011
Mutual Fund Manager available

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Securities Transaction Manager available

Collector 2011
Debt Collection Manager available
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"... SigmaSoft has the best response time of any IT Service Provider that I have ever come into contact with..." - Shane Sandiford, FCCA'
S.P. Musson Son & Co. Ltd

"... SigmaSoft displayed a high degree of professionalism in taking time to understanding our business processes in order to provide a best-fit solution..." - Nicholas Rock, National Insurance Office

"... On the odd occasion that problems occurred, SigmaSoft Inc. was always available to provide immediate assistance." - Paul Daniel, First Caribbean International Bank

Mutual Fund Manager (FMS 2011)

FMS 2011 is a Mutual Fund Management tool that can greatly improve the efficiency of Agencies in the business of Mutual Funds, saving lots of time and simplifying operations. It is a structured, efficient, flexible and productive Data Collection and manipulation framework (SQL Database platform) that can greatly reduce the time and effort of Office Staff when responding to Client requests.

Save time. FMS will help you dramatically reduce the time for most fund operations and responses to Client request. The Client Account Window provides almost all the information that could be needed to respond quickly.
Save money. The software is easy to use, so no significant extra training cost is needed for new employees. It has proved to be very stable under constant use, increases productivity and frees up Office Staff to concentrate on other revenue raising opportunities. Overall, it will be great value for the investment made.
Make the most of Team Work Initiatives. Network users share the database seamlessly in real time and are therefore always up to date, reducing the effort needed to request or cross reference information from others in other areas of application usage. A To-do list feature allows Task items to be personal or shared by Office users.


Optimized Customer Account Management
  • Covers the entire spectrum of Mutual Fund processing activity with great efficiency
  • Easy data entry to capture, browse and report quickly on Mutual Fund activity
  • Allows Multiple persons per Account
  • Shows full Client portfolio across Accounts including a Portfolio pie chart
  • Full Data Query record browsing via the Data View menu with MS Excel-like row and columns(Grid) plus column sorting, filtering and summaries
  • Easy printing of documents to Clients to keep them abreast of their share holdings
  • Immediate Receipt Printing, fast Redemption and Dividend processing including Check Printing
  • Easy export of raw listings or Crystal Report output to Microsoft Excel
  • Has setup and scheduling of Direct Debits from Customer Bank Accounts for automated regular Share purchases
  • Reduces labor requirements because it increases productivity and helps users accomplish more during the work day.
  • Has More than 30 preformatted Crystal Reports assist with summarized Fund/Client Activity for informed decision making
  • Prepares Statutory Tax Uploads as XML files
  • Prepares Periodic Broker Commissions and Agency Service Fee Listings

Featured Sample screen snippets include :

The File Menu

The Reports (Crystal) menu

Fly-out dockable Data View menu

Options for Excel-like Data View Grids

Share Purchase data entry

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