Workflow for client

1

Download

Download OIMS App.

2

Enter details

Enter details of your broker and advisor.

3

Send order instructions

Send order instructions to Broker or receive instructions from advisor and forward to Broker.

4

Maintain a log

Maintain a log of all the instructions that you sent to your broker for future reference.


Workflow for Broker & Advisor

1

Register

Broker registers himself as a Broker on OIMS Website
Advisor registers himself as a Advisor on OIMS Website
Advisor also selects his 6 character SMS Sender code.

2

Upload & send SMS

Upload client details including Client Code, Client Name, Mobile No., Email ID Send trade recommendations to clients.

3

Client SMS to Broker

Mobile App in clients phone reads advisors SMS. There are two modes to send this SMS to the broker: Manual/Automatic.

4

Storage

The record of incoming and outgoing SMS is maintained in the OIMS client app for future retrieval and export.

5

SMS Received by Broker

Broker receives SMS on his registered mobile & the same is also emailed to his registered email-ID. The message is also maintained on a web page of the broker, which the broker can refer to place orders.

6

Double check

As a double check, the broker can identify the messages sent by the advisor and compare them with those received from the client.

7

Pre-Order Confirmation

Data of SMS is on mobile, email and OIMS web page as a evidence of order placement by the client.


Workflow for Broker

1

Register

Register as a Broker on OIMS website.

2

Upload Client Details

Upload client details including Client Code, Client Name, Mobile No., Email ID.

3

Order Placement by Client

Client sends SMS to the Broker's mobile. This SMS is maintained in the OIMS client app for future retrieval and export.

4

SMS Received

Broker receives SMS on his registered mobile. If the SMS is from the registered mobile, it is captured in Brokers App and is also emailed to the registered email ID of the broker.

5

Place Order

The message is also maintained on a web page of the broker, which the broker can refer to place orders.

6

Multiple backups

Data of SMS is on mobile, email and OIMS web page as a evidence of order placement by the client.

7

Pre-Order Confirmation

Data of SMS is on mobile, email and OIMS web page as a evidence of order placement by the client.