Small changes including: Changes to Custodian accounts and Unit Reconciliation It is now possible to see the Unit reconciliation on the Custodian account. Asset and liability accounts are linked directly and “asset” accounts are now actual accounts on the system. Dealer Instruction Changes The Instrument instruction and Contract note screens changed to cater for Deal fees, Transaction fees and […]

Small changes including: Confirmation of Units on a Buy prior to Payment Create the ability to confirm units on a buy before paying the Instrument Provider. The units is allocated to the client on confirmation. The Dealer Instruction is only completed when the payment have been matched.   * Refer to your online Pivotal Tracker […]

Small changes including: Deal buys and sells through a trading account Create the ability to buy ETF’s or Shares through a trading account. First buy into the trading account and when the buy allocates, the confirmed amount is taken from the trading account and units are given in the ETF or share. Transaction fees are […]

This is how I picture our development workflow. Drawing a picture like this helps me to see how we work because it gets a bit too much to hold in my head. I hope this helps to improve our process. Perhaps we can spot big flaws in our thinking. Perhaps we can see where it […]

The team at FINWorks has been doing agile software development since 2005. We deliver hosted software solutions to our clients, mostly in the financial industry. Our development process grew out of extreme programming principles. This story starts about 18 months ago. Where we were Our process looked something like this. The Product Owner would log and […]


We went live with the first phase of the Orbis Australia project. Go have a look at and let me know what you think. Left above is the new site and on the right the old one. The first phase was a content information site with a fund database in the back-end. Admin users […]