CANADIAN INVESTMENT MANAGEMENT
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 eBASEŽ 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:
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Includes plan compliance components for RRSP, RRIF, RESP and other registered and non-registered
plans |
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Supports multi language and multi currency |
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Incorporates processing modules for sweeps, systematic withdrawals, plan level distributions,
allocation modeling, plan level transactions, automatic investment plans, corrections and foreign content |
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Provides full audit trail, activity reporting and exception item control |
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Supports group processing for registered and non-registered plans |
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Complies with Federal and provincial taxes, resident and non-resident withholding and GST, PST
and HST taxes |
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Supports broker/dealer interfacing requirements and commission processing |
More Information
For additional information regarding Computrol’s Canadian Investment Management system
contact Computrol.
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