Further expansion within a major investment bank to incorporate their prime brokerage business.
Central Counterparty implementation of full end to end automation.
Significant additional growth agreed within major international IB.
Enhancements to provision for the USA FATCA regulations.
Engaged to provide our new hosted solution to a new client.
Additional Client Installation. Two business entities. Ten-fold increase in volume.
Version 7.6 Capture and Cleansing. Integration of new Capture and Cleansing Features.
New IB Client Installation. Completed in 10 weeks, with 15 new data feeds.
Version 7.2 Tax Module Upgrade. Enhanced static for US W8, W9 tax forms. Enhanced IRS reporting.
Version 7.5 Technical Upgrade. Performance tuning; user interface improvements for high volume events; and reporting changes.
Version 7.0 Voluntary Processing Upgrade. Completed Voluntary and Elective Event Lifecycle. Full support for Multiple Options and Outcome Processing.
Version 6.8 Automated Claims. Automatic Grouping; and Claim Letter Transmission (with reminders): These features have saved millions of Euros and reduced overall outstanding claims.