NetCIS is MCi’s Online Platform for Wealth and Investment Managers and is a comprehensive solution designed to enhance operational efficiencies, elevate customer experiences, ensure regulatory compliance, and provide growth opportunities through innovation.
NetCIS can be seamlessly integrated with existing systems, such as trading and portfolio management solutions, ensuring a quick, smooth transition and enhanced operational efficiency. By leveraging this integration capability, firms can maintain their current infrastructure while benefiting from the advanced automation and optimisation NetCIS provides.
NetCIS’ modular framework allows organisations to select only the functions required to upgrade their existing systems to meet their business needs.
The NetCIS modules include:
Online Share Trading, which offers up to date market data (live or delayed) as well as personal portfolio valuations and performance calculations and the ability to enter trades.
An Advisor Portal, through which advisors can manage their client accounts and over-see the health of their book of business.
An end-to-end digital Client Onboarding module, which provides a seamless customer experiences, and also automates the account creation on source systems such as BDA and others.
A Portfolio Management module, PortCIS, which is MCi’s Portfolio Management System and has been developed to assist portfolio managers with the management of their accounts.
NetCIS also includes various modules in the back and middle office space to automate business processes which, when applied to high impact processes, results in boosted productivity and reduced costs. These modules include:
A Cash Management Module which provides a seamless, auditable and automated environment from which to manage Cash Transactions and Intra-Day Position keeping. The module includes Cash Receipts, Cash Payments and Journals Processing into BDA (or third-party accounting solutions) and Intra-Day Management of the Cash Effects.
A Corporate Actions Management Module, which streamlines and automates the Corporate Action practice including Elective Event Processing for JSE™ Equities. This process is generally fraught with various manual procedures, multiple client engagements, chasing clients and Portfolio Managers for elections; and managing spreadsheets to record and report same.
Other features of NetCIS include:
