Wealth.net
Wealth.net is a browser based administration registry system. It manages all investor level transactions for unit trusts, superannuation and pension products. The system has many features that assist businesses in streamlining their operations. Some of the features include:
- Ability to apply business rules, product rules, transaction rules and fee rules at multiple levels within the system and product hierarchy
- Fully unitised and multi-currency funds capability
- Unit Trust distribution and taxation reporting
- Superannuation legislative compliance
- Full processing capabilities including; receipting, applications, switching, rollovers, redemptions, transfers and periodic processing
- Multi-tiered Advisor and Agency capability
- Integrated Imaging and Workflow
- Intelligent Character Recognition
- Process automation from initiation through to completion
