PRODUCT

NetCIS

NetCIS is MCi’s Online Platform for Wealth and Investment Managers which offers personalised client experiences and back-office automation.

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 includes Online Share Trading, Client Onboarding, and an Advisor Portal for intermediaries, ensuring a more integrated and efficient client service approach.

The Online Share Trading module offers up to date market data (live or delayed) as well as personal portfolio valuations and performance calculations as well as the ability to enter trades. 

NetCIS includes an end-to-end Digital On-Boarding module which provides a seamless customer experience and also automates the account creation on source systems such as BDA and others, reducing paperwork and improving efficiencies which significantly leads to improved client conversion rates and lower cost of client acquisition.  

Business Process Automation in the back and middle office space also achieves quick wins when applied to high impact processes resulting in boosted productivity and reduced costs. In this regard, NetCIS includes: 

  • 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. 

NetCIS also includes an Advisor Portal from which advisors can manage their client accounts and over-see the health of their book of business.  This includes client outreach and engagement, performance management and general administration. Dashboards provide insight to the overall performance of their book of business and highlights accounts which may require special attention. 

Other features include: 

  • Order entry with fully integrated risk management. 
  • Pre-calculated deal costs. 
  • Technical analysis and graphing. 
  • News, Research and Recommendations. 
  • Various SMS alerts including Portfolio Valuations, Share Prices and Exchange Rates. 

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