Client and deal details are updated seamlessly into the industry leading Sage 200 accounting system, renowned for being the biggest accounting company in the world, and giving you complete accounting control with management reporting.
Intelligent Alerts - The Intelligent Alerts system provides a very useful preventative management tool, enabling you to minimise the impact of potential problems and increase customer services.
The program will handle all the deal postings and procedures with powerful reports for reconcilliation and control, leaving dealers the ability to spend more time providing services to customers, in turn increasing business and facilitating the back office to process the transactions accurately and maintain strict control.
- Developed on an industry standard SQL database platform.
- Multi level user securities / profile.
- Connects seamlessly with Sage 200.
- E-mail alerts.
- SMS alerts.
- Commission calculation and reporting.
- Deal status and manager authorisation control.
- Facility to fax deal tickets online or to a printer with company logo.
- Multi users from 1 to 200 users.
- FX position forecasting.
- Late fund in management.
- Complex draw down scenarios.
- Deal profit management.
- Deal status rollback management.
- Contact relation management.
- Sales & marketing and campaign management.
- Lead and pipeline management.
- Customer service management.
- Affiliate management.
- Client and deal compliance control.
- Post code searchable to create address.
- End of day reporting.
- Full accounting control and management reporting.
- Ability to view multi-currency deals on the ledger.