Representative and Branch Offices System
Requirements
AIS is the latest product in the Operations Plus suite. AIS is a software program that lets Representatives and Branch office systems to connect to the WinOPS system in the back office system and enter in thier own client and or order information. With the AIS system representatives can easily look at thier commission statements as well as do customized reporting.
Difference Between AIS and WebOPS
Below is a chart that discribes the differences between AIS and WebOPS
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Information
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AIS
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WebOPS
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Designed for Reps and Branches specifically
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Insert Customer
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Insert Customer Holdings
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Creating Joint Owner Accounts (secondary information)
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Application Entry in Customers and in Orders
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Customized Filtering
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Required Fields Indication
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Create Orders
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Create Tickets for Approval
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View/Print New Account Form
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View/Print WinOPS Format Commission Statements (Old)
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View/Print WebOPS Format Commission Statement (New)
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View Commission Statement Summary
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Create Custom Reports
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Create Send Recieve Logs
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Form Maker
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Print out Customized Forms
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One View
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Easy to Train
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Software installation on each individual Rep or Branch computer
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IIS Server required
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Website Creation
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Firewall Setup
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Client Server Needed
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Can be Viewable Through Terminal Services RDP
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Customers
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Unlimited Contact Information
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Banking Information
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Financial Information (Suitability Information)
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Employer Information
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Documents Received Information
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Association of Customers
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Customer Holdings
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- Required Fields (Optional)
- Custom Filtering
- Application Entry
- Form Maker
- Custom Searching
- Viewable Orders of Customers
- One View
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Orders
- All types of Transactions
- Mutual Funds
- Variable Annuities
- Variable Life
- Stocks
- Bonds
- Viewable Adjustments and Deductions
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- Record View
- Custom Filtering
- Required Fields (Optional)
- Application Entry
- Custom Searching
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Commission Statements
- Viewable and Printable Commission Statements
- Interactive Commission Statement (Commission Summary)
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- Two Types of Commission Layouts that Old and New Format
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Send Recieve Log
- Keep track of items given or recieve to anyone ...
- Between Customers
- Branch
- Broker Dealer
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- Custom Filtering
- Custom Searching
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Custom Reporting
- Design Custom Reports with Shazam
- Full capability of Designing any report
- Customized Grouping
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- Customized Linking
- Customized Designing
- Automatically filtered
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