Computrol's Canadian Investment Management (CIM) system performs all processing, shareholder accounting and reporting for registered and non-registered investment plans. CIM integrates mutual fund, broker/dealer investments and traditional bank term deposits and savings instruments in a single application.

CIM Benefits

• Synchronizes Delivery Channels

  CIM uses a single component to deliver the same real - time information to customer touch points including platform, ATM, IVR and web banking.

• Enhances Product Development

  CIM parameters allow product development to institute new products quickly in response to market conditions and regulatory requirements. Parameters control product features such as rates, prices, fees, terms, penalties, calculation methods and allocation models. Product features are easily customized without programming intervention.

• Reduces System Maintenance

  The CIM infrastructure was developed with Computrol's eBASE® platform. This component technology provides the tools to customize and modify security, file relationships, screen formats and content, menus, system navigation, reports, searches, interfaces and some editing without programming.

• Improves Customer Service

  CIM provides real time access to plan, investment and transaction information. Access may be provided directly to the customer through the Internet and interactive voice systems. Call centers utilize the CIM customized online facility to efficiently obtain client information in the manner most suitable for their operation.

CIM Features

The Canadian Investment Management System is a comprehensive shareholder accounting system integrating investments from multiple sources. A few of its more important features are:

• Includes plan compliance components for RRSP, RRIF, RESP and other registered and non-registered plans
• Supports multi language and multi currency
• Incorporates processing modules for sweeps, systematic withdrawals, plan level distributions, allocation modeling, plan level transactions, automatic investment plans, corrections and foreign content
• Provides full audit trail, activity reporting and exception item control
• Supports group processing for registered and non-registered plans
• Complies with Federal and provincial taxes, resident and non-resident withholding and GST, PST and HST taxes
• Supports broker/dealer interfacing requirements and commission processing