News

The Latest from Automic Group

October Technology Update

We’ve released a number of key updates to our technology, including several meeting enhancements, general performance updates and the following new functionality:

  • e-Statements: We have made a further enhancement to electronic communications to facilitate the complete digital experience.
  • RG97 Dashboard: For our retail Managed Funds clients, a new “RG97 dashboard” for enhanced investor reporting.
  • Investor Portal Activity Tracker: Our clients now have real-time tracking of online investor activity , accessible as a new widget on the landing page.
  • AML/CTF Automation: Further automation of our electronic AML/CTF services, where now Custom ID verification URLs are automatically embedded into the confirmation and reminders emails.
  • FATCA/CRS reminders: A new alert feature is available in our Investor Portal to remind investors to complete their FATCA/CRS declaration when required. This will further assist our clients in remaining compliant in relation to their FATCA/CRS obligations.
  • Broker Movements: Our Broker Movements report has been further enhanced to assist issuers in understanding more regards where or whom the investors broker is.

Subscribe

Keep up to date with technology updates and more by subscribing to the Automic Group blog.