Many people confuse the fund management platform with the financial system, which is actually a misunderstanding; The financial system helps enterprises manage accounts, and the fund management system helps enterprises manage money.
Through the fund management platform, enterprises can monitor the bank accounts of all member enterprises in real time, and collect the funds of member enterprises to the group headquarters for unified settlement \ internal adjustment, etc.
The fund management platform can interface with the financial system or ERP to realize the platform integration of business flow, financial flow, capital flow and bank integration.
Supplementary information:
The offline fund management system can manage multiple brokerage accounts, inject funds from multiple accounts into a pool of funds, and then allocate several small accounts to reach a transaction. At present, our fund management system can connect many fund accounts and switch parent accounts at any time. You can set the priority of opening sub-account transactions, and you can set the percentage of funds in the parent account. Multiple risk control indicators ensure the safety of funds, and various statistics allow you to see the flow of funds in multiple systems at a glance. There is also an agent function, which sets different administrators according to different permissions and assigns management permissions.
Advantages of the fund management platform: it can realize the integrated management of payment and transfer and meet the needs of member list management. Through the fund management platform, we can strengthen fund management and control, improve management level, give full play to the overall scale advantage, strengthen the relationship between banks and enterprises, enhance the core competitiveness of the company, realize the integration of business, funds and finance, utilize the advantages of the fund management platform to integrate the resources of the group, optimize resource allocation, rationally use funds and reduce financial expenses, so as to improve and absorb the efficiency of fund use and the overall economy. A good fund management system can effectively control the risk of futures trading and improve the ultimate income of futures investors.