Import Process

• Import of transactions of trade data from any Third Party Transfer Agent.
• Complete logging of import operations
• Options to correct and re-import erroneous transactions
• Import controls to analyse transactions fed into the system
• Listing of Distributors or Branches transacting for the first time.
• Data sheets to obtain information about new entities.
• High value transaction fund tracker to monitor sales.

Masters

DMS provides the facility to add or edit the various master tables. Selected master information can be printed as mailing labels or as worksheet files.

Prospecting