PO FD / RD Agent Software

Klinkara solutions

About this app

FD/RD Agent Software is a comprehensive financial management solution designed to simplify customer account management and investment tracking. Easily add, save, and manage Fixed Deposit (FD) and Recurring Deposit (RD) accounts with automatic maturity date calculations and interest estimations.

Create and maintain customer portfolios, track multiple accounts, and quickly search or filter records based on customer details, account status, maturity dates, and other criteria. Generate RD schedules, payment schedules, and account reports with a single click. Download, print, and share schedules, statements, and account information directly with customers.

The application provides powerful reporting tools, commission tracking, performance summaries, and portfolio analytics to help manage business operations efficiently. Securely store customer information, KYC details, and important documents for quick retrieval whenever needed.

Customers can access their account information through the companion client application, improving transparency and communication. Built with productivity in mind, the platform helps streamline account management, customer servicing, documentation, reporting, and daily operations from one centralized system.

Key Features:
• FD and RD account management
• Automatic maturity date calculation
• Customer portfolio management
• Advanced search and filtering
• Schedule and statement generation
• Download and share reports
• Commission and performance tracking
• KnowYourCustomer management
• Customer self-service application
• Secure cloud-based data management

What’s new

Now App availble in all languages
English
हिंदी
తెలుగు
मराठी
বাংলা
অসমীয়া
ગુજરાતી
ಕನ್ನಡ
தமிழ்
മലയാളം
ਪੰਜਾਬੀ
ଓଡ଼ିଆ