We're passionate about developing innovative platform solutions for advisers, providing greater business efficiency, and helping you make the most of your valuable time.

That's why we've launched our new 'My Tasks' feature. You can easily keep track of accounts that have, or are impacted by:

• Corporate Actions 
• Term deposits
• Pending Rollovers
• Minimum Cash Alerts (Accounts that are below their minimum cash requirements)
• Pending Withdrawals  (Accounts that have a pending withdrawals where funds are not yet available to make the payment)

This follows the recent release of our KPI Dsahboard for advisers, which provides a quick visual snapshot of business performance.