Computrol's eBASE is the e-business solution

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RETIREMENT DISTRIBUTION MANAGER

With more and more baby boomers reaching retirement age, managing retirement plan distributions is becoming a more demanding business. Your customers want flexible payment schedules and the ability to allocate their investments for distribution. Computrol's Retirement Distribution Manager consolidates investments and plans, maintains distribution schedules, calculates RMD and allocates investments for distribution - without impacting your current systems.

Computrol's Retirement Distribution Manager (RDM) creates pension plan distributions to meet government regulatory requirements according to customer preferences. Retirement Distribution Manager combines investments from multiple systems with third party assets to allocate distributions. The system handles IRA, ROTH IRA, SEPP, Keogh, 401k and 403b pension plans.

  

ELECTRONIC PAYMENT/PURCHASE

Computrol’s Electronic Payment/Purchase System automates money transfers between bank accounts, between applications and makes payments by check or ACH transfer to other financial institutions or to vendors.

Computrol's Electronic Payment/Purchase System (EPS) provides a simple, straightforward way to automate payments. You can take money from one account and pay to another account or you can make payments by check - home banking.

COMBINED FUNDS MANAGEMENT

Computrol’s Combined Funds Management is a complete mutual fund transfer agency system including pension and non-pension processing. CFM allows you to expand market share by responding to your investor needs.

Computrol's transfer agency system, CFM, performs all processing and reporting to insure total control over transactions from setup through closing. Modules to process both fund and non-fund products are integrated as one application. Using Computrol's Enterprise System Management tools, CFM provides web delivery for a variety of audiences and can connect to fund networks, PC's, interactive voice systems, call centers or other data delivery systems.
  
  

CONSOLIDATED TAX REPORTING

Computrol’s Consolidated Tax Reporting combines customer accounts from multiple applications into a single tax reporting system. Customer service can locate tax data quickly, issue duplicates and correct previous reporting.

Computrol's Consolidated Tax Reporting (CTR) gathers information from multiple accounts and multiple systems for tax reporting. It consolidates all tax information, centralizing inquiry and updates. Centralizing information improves quality and response time to customer questions and requests.
  

EXCEPTION RESOLUTION

Computrol’s Exception Resolution System helps you manage exception items and rejected transactions. The items are queued up in a central location where you can resolve them.

Computrol's Exception Resolution System (ERS) gives you efficient and timely online control of rejects or exception items for any application. This includes an automatic tie-in to general ledger, eliminating manual accounting entries for suspense and reject items.


eBASE from Computrol is the premier e-business development tool