Maia is a portfolio management system for portfolio managers who use the JSE BDA as their primary system of record. Maia is particularly effective in assisting with the management of large groups of private clients and dramatically increases the manager's capacity to manage more clients effectively.
- On-line customer data
- Customised reporting (portfolio performance, history etc)
- Data mining
- Access control
- Available data includes: deals, financial transactions and holdings
- Copy any BDA related data into Excel
- Mail any BDA related data on the fly including portfolios
- View historical portfolios
- Flexible management fee calculations
- Admin fees
- Portfolio modeling
- Ad-hoc orders
- Ability to group clients on any given criteria
- Do various calculations on the client groups
- Auditing and correction of designation codes
- Comprehensive CGT module
- Calculate returns for individuals as well as groups
- Intermediary fee calculation module
- Monthly payments module
