Author Archives: Walther

Small changes including: Outstanding requirements follow up process Report showing all outstanding requirements with ability to email investors, advisers and group administrators on outstanding requirements. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Small changes including: Late payment process Developed a report to help with late payments of employers on monthly group contributions. The functionality allows the user to follow up and send emails to administrators as reminders to submit and pay for the monthly contributions of members. * Refer to your online Pivotal Tracker Project for a […]

Small changes including: Foreign exchange with multiple deposit bank accounts Ability to link multiple currency bank accounts to a custodian.   * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Small changes including: Concept of a custodian Ability to link a custodian to a product. The custodian can be the bulk trader and/or owner of the underlying assets.   * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Small changes including: Cash liability report changes Changed how we generate this report. The reports now shows the applicable items that make out the cash on all the accounts.   * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Small changes including: Transaction model change Large change to the underlying transaction model that the system uses. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Small changes including: Special purpose vehicle Build the ability to invest in a special purpose vehicle and then link an underlying investment account to the SPV. The SPV then prices automatically based on the underlying assets of the portfolio. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements […]

Small changes including:   Export all transactions Ability to export all transaction in the system. This export runs in the backend with a downloadable file of all the transaction history on all the investor accounts. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Small changes including:   WordPress and Gemstone integration Technical project to include WordPress in our deployment environment. We can now Embed Gemstone components into WordPress. New documents card on entity and account You can now see all documents uploaded for an entity or an account in one place. Clients can also see these documents and download […]

Small changes including: SARS contribution file Once contributions certificates are generated, you can now create a SARS upload file. The file is in the required SARS format for Retirement funds. * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.