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Settrade.com Company Limited
Settrade.com Company Limited
 

Internet Trading System for Mutual Fund and
Wealth Management System for Investment Consultant (IC)


Received ISO27001 (Information Securities Management System) and 
ISO27701 (The Privacy Information Management System) certifications

Internet Trading System

for Mutual Fund

consisting of functions related to the trading of Mutual Funds for investors and investments pursuant to investment plans while supporting to send orders to FundConnext system or to the member companies’ system.

Icn-Data Privacy1.1Streaming Fund+ : Mutual Funds trading application for retail investors (iOS and Android).

 

Icn-Data Privacy1.3Supporting normal orders, long orders and DCA (Dollar Cost Average) orders.

 

Icn-Investment Consultant2.5Mutual Funds information e.g. past performances, details of the Funds, minimum investment amount, fees, and prospectus.

 

Icn-Data Privacy1.7Setting the recommended Funds for investors.

 

Icn-Investment Consultant2.4View investment ports and order status.

 

Icn-Data Privacy1.4The investors can open Mutual Funds trading accounts via the application.

 

Icn-Data Privacy1.6Additional Functions: Wealth investment plans to advise investors to invest in accordance with the plan that member companies (Selling Agent) provide based on the investors’ risk level as well as summarized investment results for investors in order to recommend for rebalancing portfolio.

 

Wealth Management System

for Investment Consultant (IC)

consisting of functions for tracking status of customers’ portfolio and advising investment plans while supporting to send orders to FundConnext system or member companies’ system.

Icn-Investment Consultant2.1Wealth for IC application for investment consultants (iOS and Android).

 

Icn-Investment Consultant2.3Generate rebalancing orders to be in line with the recommended investment plan.

 

Icn-Investment Consultant2.5Mutual Funds information e.g. past performances, details of the funds, minimum investment amount, fees, and prospectus.

 

Icn-Investment Consultant2.2Summary customer status via IC dashboard where information can be viewed under hierarchy permissions and branch permissions.

 

Icn-Investment Consultant2.4View investment ports and order status.

 

Contact
Settrade.com Company Limited
The Stock Exchange of Thailand Building 93 Ratchadaphisek Road, Din Daeng, Bangkok 10400