System messages – Generated when the users request certain transactions, automatically processed and replied to when executed by the administrator. These transactions require individual attention for completion.

User messages – secure messaging within the system. Either manually generated by the users when contacting the administrator or by the administrator himself to create messages to an individual user or a general message to all users.

System Log – serves as a log of all the activities in the system by keeping records of all the changes made by either the users or the administrator.

Profile editor – to create or search-view and/or modify users’ profiles in the system as well as to modify the sub administrator profiles.

Account manager – to create or search-view and/or modify accounts to then activate, inactivate or block them. Also, to associate optional card accounts to enable users to transfer funds to them.

Manual transactions – to manually debit or credit any account in required instances. An additional feature is the ability to select the revenue option which will include the transaction as a generated fee (thus appearing in the administrator Revenues Report).

Revenue manager – to manage the revenues generated either automatically by the system or manually by the administrator.

Reports – Specific User Reports and Global System Reports

System configuration settings – where the administrator can customize the system as well as the initial setup of the account types, transfer fees, etc.

Account balances – which shows all accounts with current/available balances, including optional associated debit card accounts. Additionally the user may view the last transactions of any account for a quick overview.

Messages generated by the system – when any transaction request has been executed (i.e. a requested wire transfer, manual transactions applied to an account or changes in the user profile).

Messages sent by the administrator – contacting the user specifically or a group of users for announcements.

Incoming wire transfers – to transfer funds from an external bank into any account. The system will guide the user to create a print out of a pre-elaborated page with the needed information such as the correspondent bank information and the user’s personal reference account number. This can then be faxed by the user to his bank.

Outgoing wire transfers – to wire transfer funds out of any account. The system will provide an on-line form with the needed details for the wire transfer to be later executed by the system administrator. Includes the option to select which transfer fee to apply (i.e. standard or express).

In-house transfers – to transfer funds between accounts of the same user or to transfer funds to an account of a different user.

Optional Debit Card funding – this creates a request to the system administrator to execute a debit card funding (only debit card accounts pre-associated to any user). Includes the option to select which transfer fee to apply (i.e. standard or express).

Profile editor – to view/modify the user’s profile and password in the system.

Reports: Specific Account Transactions, All accounts Executed Transactions, All accounts Balances

AssistedHelp™ provides on-demand and active on-screen help interfaces to users and administrators. Features such as AssistedHelp™ ensure that users take full advantage of all the advanced functions that the system offers as well minimizing the need for them to contact the customer service desk with questions regarding the automated processes that are intended to make online operations of the financial entity more efficient.

Guided navigation and user-friendly menus

Fast loading CSS tables and interface ensure rapid page refresh

Fully customizable interface and reports (i.e. colors, logos, icons)

Multilanguage capable (UTF-8 DB)

Capacity to export to Excel throughout the system

Ability to Print or Email information from most screens

Resolution: 800×600 minimum, 1024×768 or more preferred

Fully Cross-browser compatible