Annual
Enhancements as Announced at this Year's User Group Meeting
Import Trust
Transactions from Excel worksheets
Import Daily
Income Factors from Money Market Funds
Export Required
Minimum Distribution Letters
Display Pay Frequency and Last Payment Date
for Creditor Balance lookup.
Investment
Inventory changed to show as of cash position. Market
pricing is now either nearest the “as
of” date or nearest the “market date” if
entered.
Improved method of handling multiple distribution
codes when processing 1099-R reports.
Added new report listing securities by location
code both in detail and summary form.
Added CSV export file for generating RMD letters.
Added the joint and survivor tables for RMD calculation
where applicable.
New feature
to do RMD’s on the fly for
prospects and existing customers. Program displays them
for telephone inquiries.
Added new
option for “fees waived” in
the Trust Fee Master record. The fee calculation programs
will bypass accounts that are set to waived. There is
a new report on the Fee Processing screen that will list
all accounts coded as waived.
Restored
the “asset trace” feature
in trust transaction entry.
Added the capability to handle trust asset
market value fees based on a flat dollar amount as well
as breakpoint percentages. Accounts can now a flat fee
based on a market value breakpoint.
Remodeled the entire accounts payable system
to speed up the process and eliminate duplicate typing
of several items.
Added trust level price correction to repair
incorrect purchases resulting from a bad price. This
was formerly only available in Plan IS.
Remodeled the trust transaction delete program
to improve speed. Add some addition change capability.
Added confirmation for global delete selections.
Completely redesigned the trust fee correction
program for much faster processing.
Remodeled the trust tax form program for easier
usage.
Changed most all programs that request a market
date on the screen so that when entered, a price for
the date must be found. When not entered the programs
will use most recent price.
Greatly enhanced the pattern feature of the
Trust Master Record screens.
Added the ability to copy Strategy Trading
records
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