Microgen 5Series Partner

We at BrightSword IT Service Company in collaboration with our global partner Microgen Financial Systems provides local consultancy and support to prospective and existing Microgen 5Series customers across Asia.

This partnership is aimed at growing Microgen’s existing market share in Asia by combining BrightSword’s local knowledge and services expertise with Microgen’s state of the art trust, corporate services and fund administration software.

Microgen has lately released its latest Microgen 5Series API, which gives the ability to programmatically access your 5Series entity data for use in other systems and applications, without needing to delve into the 5Series database.

This means you can automate the use of 5Series data in other applications, saving time and minimising errors.

About Microgen 5Series

Microgen 5Series is modern software developed using Microsoft .NET and operates using a Microsoft SQL database.

It also integrates with Microsoft Office.

Why move to Microgen 5Series?

To reduce or eliminate manual processes, thus reducing risks and costs.
To improve operational control and efficiency through the introduction of easy to configure and use workflow.
To reduce operating costs, either by allowing growth without the need to recruit additional staff, or by reducing headcount through improved operational efficiency.

Microgen 5Series Software Modules includes

Entity Management
It automatically produces client structure diagrams, client documents, forms and minutes and includes CRM and diary management functions.
Accounting
Accounting module provides a general ledger facility for client accounting, corporate accounting and fund accounting and includes balance sheet, profit & loss and capital/income statements, a purchase ledger and automates the production of Final Accounts.
Investments
The Investment module captures details of investments held by clients, entities or funds.

Time and Expenses: The Time and Expenses Module provides a facility for employees to capture both chargeable and non-chargeable time. Expenses or disbursements relating to client based work can also be captured.
Billing
The Billing Module generates fee notes/invoices which can be reviewed and adjusted
Transfer Agency
The Transfer Agency module captures fund investor instructions including Subscriptions, Redemptions, Switches and Transfers.
NAV
The NAV module will process a fund dealing day and calculate the fund price.
Document Store
For those organisations that want more control, security and efficiency than storing documents in network folders and sub-folders, and for those organisations that don’t want the expense of a third party dedicated document management systems, the Microgen Document Store module provides an ideal solution.
Client Web Portal
The Client Web Portal provides secure Internet access to clients and intermediaries to view their wealth management and associated documents online.

Microgen 5Series Software Modules includes

Trust Administrators
Fund Administrators
Accountancy Practices
Fiduciary Companies

Company Secretaries
Corporate Services Providers
Law Firms
PLCs and MNOs

Reduce costs
Increased automation, improves operational efficiency and reduces errors and costs associated with manual processing.
Improve control
Workflow processes guide staff through their day to day work and provide management with a clear, real-time view of the business.
Retain clients and grow business
Improved customer service achieved through enhanced management control, reliable and consistent data, comprehensive reporting and a client portal.
Improve flexibility and agility
React quickly to changing market and compliance requirements through user configurable options.
Safeguard client data
Functional and data access controls help to ensure sensitive client data is protected

Reach an expert to discuss how Microgen Financial Systems can move you forward.

Download Our Company Brochure

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Microgen 5Series Partner

About Microgen 5Series

Why move to Microgen 5Series?

Microgen 5Series Software Modules includes

Entity Management

Accounting

Investments

Billing

Transfer Agency

NAV

Document Store

Client Web Portal

Microgen 5Series Software Modules includes

Reach an expert to discuss how Microgen Financial Systems can move you forward.

Download Our Company Brochure

Enquiry

Call Us for More..

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