Here is d-Solution to all your nightmares you have been going through all these years on how to handle and keep track of your investors' portfolio accounts. CDE4UT means Clients' Database Expert for Unit Trust and it is an off-line window based program. This is specially developed and tailored made to suit your needs with regards to the management of your investors' database. All your data will be stored inside your desktop or laptop and no one can access to it without your authorization.

One of our main highlights of our program feature is the information advisor. Under this section you will receive various important alerts such as investor's birthday, achieved investment target, EPF disbursement and due date for next investment etc.

For the investment history management section, most major IUTA daily fund prices can be updated into your computer by downloading from website. This is to help you on monitoring the investment target closely. On another aspect dividends and bonus splits section in the program has been simplified to give you minimum maintenance. Whenever there is any declaration for dividends or bonus splits all you need to do is a simple task and the investors' entitlement will be automatically calculated. This also means you do not need to memorize the entire dividends and bonus splits declaration anymore.

Another helpful tools provided is reporting section, under this section you are able to print two types of return of investment report, investment graph, report cover, mailing labels, market reviews, investors' listing and fund prices summary.

Besides the above, other useful functions you can find in this program are events calendar, auto-debit monitoring section, market movement, fund price movement, town code/state code/country code setting etc.

Please give us a call (03-9286 3288) or email (support@d-solution.net) for more details.