28 May

Posted at 08:21h in Recent Updates by

The following enhancements and new functionality are included in this week's release: 1. New Business Wizard Further development has been done for the online investment application process in this release. On emailing the link to the investor/member's email address,  an external request is created for the completion of...

07 May

Posted at 21:41h in Recent Updates by

The following enhancements and new functionality are included in this week's release: 1. New Business Wizard An online investment process to take potential investors through the steps of completing an application form online, without them having to log in. A link can be emailed to the investor/members email...

29 Apr

Posted at 17:06h in Recent Updates by

The following enhancements and new functionality are included in this week's release: 1. Improved the Search facility Made improvements to the performance of the Search functionality, by example exclusing unnessary fields from the search results and stopping the search process early when the result list becomes too...

17 Apr

Posted at 15:59h in Recent Updates by

The following enhancements and new functionality are included in this week's release: 1. Dividend withholdings tax: SARS data file More changes were made to the fields in the SARS file for the Dividend Withholdings Tax (DWT) on Distributions. For more detail see generating a SARS file for Dividend Withholdings...

09 Apr

Posted at 11:38h in Recent Updates by

The following new features are included in this week's release: Step Sliding Scale There was already an option available on the system before, to add a sliding scale (System -> Sliding Scales), but this was specifically for a progressive type of scale. Now, also implemented the option to...

19 Mar

Posted at 12:19h in Recent Updates by

The following new functionality and enhancements were added in this week's release: Fund Class Mergers When instructions need to be changed so that the allocations on a specific fund (instrument class), should change to another fund (eg. from class A to class X), this new functionality will...

13 Mar

Posted at 11:04h in Recent Updates by

In this week's release we started with the groundwork for the functionality to be able to generate Contribution Certificates per investor. A further enhancement was also made to the import of large files (which uses background processing), by now indicating the file name of the last...

06 Mar

Posted at 16:49h in Recent Updates by

In this release, the ability was added to setup a workflow email address, to receive email notifications on changes made on the system.  The date and time, user that made the change and details on which field was changed with the old and new values,...

25 Feb

Posted at 16:13h in Recent Updates by

In this release, enhancements were made to the handling of the last investor with assets in an instrument. Also, improvements were made to the import of large files. The user is now allowed to continue on other views, by handling some of the imports as a...

06 Feb

Posted at 14:30h in Recent Updates by

Enhancements were made to the historical changes (audit trail) that is kept of changes made to data on the system. A lot of structural changes were made in the code, to allow for better tracking of historical changes. In this release the noticeable changes are: * History...