16 Jul

Posted at 07:55h in Recent Updates by

The following enhancements and new functionality are included in this week's release: Improvements on statements Several enhancements were done to the client statements.  A significant change is that the user can now select from a pop-up which section/s need to be displayed in the statement. Under System -> configuration,...

29 Jun

Posted at 22:01h in Recent Updates by

The following enhancements and new functionality are included in this week's release: 1. Made sites responsive This means that the sites were changed to cater for a wide range of devices (from desktop computer monitors to mobile phones). To have one site to be displayed on any...

05 Jun

Posted at 14:45h in Recent Updates by

The following enhancements and new functionality are included in this week's release: 1. Specify Amount allocation on investment Previously only the percentage split could be specified on an investment instruction. The functionality has now been added to also specify the amounts for the instrument allocations. This forms part...

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...