Operational efficiency

Automatic reconciliation techniques are available through import and export functionality. Compare account balances held on your systems with those accounts held within our CMS system. CMS account reference numbers will mirror your existing client reference numbers making the reconciliation process as efficient as possible. Interest payments can also be posted automatically.

Streamlined transaction processing allows you to make key payments and account opening instructions direct to CMS, or to reduce re-keying, import direct from your own systems.

Interest rate management gives you total flexibility in the way that you manage interest rates across different clients / client groupings - all in a fully automated environment.

Comprehensive reports provide additional options to include audit trails, pending, posted, rejected and forward posted transactions.