Recent Updates

  • Adjust all Ongoing fee Types to function the same and provide more options This release contains more changes to fees in addition to allowing you to a

  • Ability to add more Ongoing fee Types This release contains the functionality to add more ongoing fee types under the System main menu, which can then

  • Database Upgrade This release contains the upgrade of gemstone databases and many 3rd party projects used by the system to the latest versions. These

  •   Single currency direct client dealing It is now possible to setup products on which single currency direct dealing can be done. Here the underl

  •   Adviser Dashboard The Advisers role now opens up to a full facade with, among others, cards for: Adviser details Instruments – display to

  • Small changes including: Instrument Provider Card now displays graph The Instrument Provider Card use to display a list of instruments, which has been

  • Small changes including: Capital Gains Tax Certificates 1. Bulk Capital Gains Tax Certificates can now be generated, per product, for a selected finan

  • Small changes including: Password protection on e-mailed statements Statements that are e-mailed to clients or advisors can now be password protected.

  • Small changes including: Benefit description on Member Benefit Statement A html text box has been added to Insurance Instruments where the Benefit can

  • Small changes including: Job scheduler for automated functions The Jobs sub-menu has been added under the System main menu. The functionality displays

  • Small changes including: Bulk transfer out and transfer in function The functionality was added to enable the bulk transfer out of selected accounts t

  • Small changes including: List instrument accounts on the instruction screen for withdrawals, switches and transfer out This is to cater for the scenar

  • Small changes including: Create a General Assets and Liability Report The first screen of the report provides a view of the different supplier account

  • Small changes including: Create movement transactions when adding Statement balances Currently when a statement balance is added on an instrument it i

  • Small changes including: Free cover limit for Benefits As part of the Investment Instruction, on the benefit calculation screen, “Free Cover Lim

  • Small changes including: Expand the calculation options for Insurance Premiums The insurance premium/amount is part of the Instrument Selection on an

  • Small changes including: Create the concept of a Distributor Create the ability to add a company as a Distributor with the option to link it to a Brok

  • Small changes including: Changes to Custodian accounts and Unit Reconciliation It is now possible to see the Unit reconciliation on the Custodian acco

  • 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 Pro

  • Small changes including: Deal buys and sells through a trading account Create the ability to buy ETF’s or Shares through a trading account. Firs

  • Small changes including: Automatic distribution of statements to clients This feature enables administrators to select Clients or Advisors to receive

  • Small changes including: Payout original Adviser Fee amount Create the option to select ‘Payout original Amount’ on an Adviser with ‘

  • Small changes including: Sharing of adviser fees The creation of the fee share model allows for the capturing of fee shares per account and the moveme

  • Small changes including: Change withdrawals to handle multi-currency When capturing withdrawals in different currency instruments, the capture and pay

  • Small changes including: Create transactions for internal switches This feature is part of the improvement to the transaction model and involves the c

  • Small changes including: Add Cash Account Instrument This model creates a cash account instrument that money is paid to, via its linked bank account a

  • Small changes including: Improve design of transactions for sell units and transfer units out This improvement creates a clean model of “availab

  • Small changes including: Create list of Document Types for upload The created list of document types for upload can be edited and added to. It include

  • Small changes including: Expand Model Portfolio View to Cards Expand the Model Portfolio View to Cards for Model Portfolio, Instruments and Asset Allo

  • Small changes including: Outstanding requirements follow up process Report showing all outstanding requirements with ability to email investors, advis

  • Small changes including: Late payment process Developed a report to help with late payments of employers on monthly group contributions. The functiona

  • Small changes including: Foreign exchange with multiple deposit bank accounts Ability to link multiple currency bank accounts to a custodian.   *

  • 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 und

  • Small changes including: Cash liability report changes Changed how we generate this report. The reports now shows the applicable items that make out t

  • Small changes including: Transaction model change Large change to the underlying transaction model that the system uses. * Refer to your online Pivota

  • Small changes including: Special purpose vehicle Build the ability to invest in a special purpose vehicle and then link an underlying investment accou

  • Small changes including:   Export all transactions Ability to export all transaction in the system. This export runs in the backend with a downlo

  • Small changes including:   WordPress and Gemstone integration Technical project to include WordPress in our deployment environment. We can now Em

  • Small changes including: SARS contribution file Once contributions certificates are generated, you can now create a SARS upload file. The file is in t

  • Small changes including: Composite instruments You can now link an Collective Investment Scheme to an underlying portfolio. The underlying portfolio c

  • Small changes including: Product sponsor access The product sponsor can now get access to the system by loading a contact person on the sponsor compan

  • Small changes including: Bulk resignation process Process created to handle large volumes of resignations from a Corporate RA type of product. Allow a

  • Small changes including: Multi currency products Main change to the system was the ability to trade in different currencies per product. The restricti

  • Small changes and fixes including: Tax calculator and tax on withdrawals The tax table are used to calculate tax in the tax calculator The same calcul

  • Small changes and fixes including: Tax tables Ability to store tax tables in the system. Add, change and remove tables. * Refer to your online Pivotal

  • Small changes including:   * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

  • Changes: Messaging system to users   New layout of employer screens * Refer to your online Pivotal Tracker Project for a full list of changes and

  • Small changes: * Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

  • Changes including: Layout of cash and accruals in Summary and Holdings tables       * Refer to your online Pivotal Tracker Project for

  • Small enhancements and changes to: Investment summary card New card on client dashboard that graph growth in Amount and well as Cash flows. Growth + c

  • The following minor changes where made: Change to take note of: Inclusion of Outstanding fees and commissions in market value. Following changes to MO

  • The following updates where done: VAT on administrator Ability to specify if what will be charge for administration fee per product. Model portfolio m

  • The following updates where release: Model portfolio tracking Ability to add a platform provider that manages a model Linking a platform provider to a

  • The following enhancements and new functionality are included in this week’s release: Build functionality to remove an instrument This might som

  • The following enhancements and new functionality are included in this week’s release: Invest into risk instrument This new functionality is to c

  • The following enhancements and new functionality are included in this week’s release: Improvements on statements Several enhancements were done

  • The following enhancements and new functionality are included in this week’s release: 1. Made sites responsive This means that the sites were ch

  • The following enhancements and new functionality are included in this week’s release: 1. Specify Amount allocation on investment Previously only

  • The following enhancements and new functionality are included in this week’s release: 1. New Business Wizard Further development has been done f

  • The following enhancements and new functionality are included in this week’s release: 1. New Business Wizard An online investment process to tak

  • The following enhancements and new functionality are included in this week’s release: 1. Improved the Search facility Made improvements to the p

  • The following enhancements and new functionality are included in this week’s release: 1. Dividend withholdings tax: SARS data file More changes

  • The following new features are included in this week’s release: Step Sliding Scale There was already an option available on the system before, t

  • The following new functionality and enhancements were added in this week’s release: Fund Class Mergers When instructions need to be changed so t

  • In this week’s release we started with the groundwork for the functionality to be able to generate Contribution Certificates per investor. A fur

  • 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

  • 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

  • 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 ma