Axcess Pro Integrated Financial Product Management Solution
Functionality
Investment & Wealth Management
Axcess Pro Integrated Financial Product Management Solution provides comprehensive investment/deposit management functionality. Manage your clients and their investment or wealth management accounts from initial deposit through to redemption, rollover or transfer to cash management accounts managed within the Axcess Pro Integrated Financial Product Management Solution.
All client information is captured within the Client Relationship module and then linked to an investment account. Customer Account information is entered on a “once only” basis and used throughout the Axcess Pro Integrated Financial Product Management Solution. This substantially reduces setup time for new accounts and eliminates many error risks when accounts get updated.
Workflow (status)
Map all of the steps an investment account passes through when it is managed within your business (i.e. active, early redemption, matured (non-active) etc). Users can create these steps yourself using your own terminology. Users can also report at any time on investments that are in a particular status or those that have been in a particular status during a specified date period.
Use the properties of the “status” to implement your business rules and policies and trigger document production, creation of tasks for follow up, report generation or reminders.
Products
As with loans, create your own financial products as required. All of the generic rules for each product are part of a “product’s” properties. When creating a new investment account the user must choose a product from the list of those available. Once chosen the product populates the entire associated deposit/investment screens with default information. If the user has the appropriate authority these “defaults” can be overridden at a deposit/investment account level to tailor a particular investment.
Use of the product defaults cuts down on user error and prevents unauthorised use of inappropriate conditions.
Axcess Pro Integrated Financial Product Management Solutions
"Tomorrows Financial Product Management Solutions, Here Today."
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