IDS Super makes establishing and transferring new clients a seamless task. A series of pre-defined and configurable steps ensures that you capture the necessary data to produce all relevant documentation, within the one process.
Pre-populated documentation removes data transposition errors and reduces unnecessary Client input.
The use of multiple-fund transaction recognition and template application tools, combined with contract note and bank data feeds, eliminates manual input and associated input errors.
For those transactions that have to be manually entered, different interfaces allow data entry to be matched with the experience level of the User.
IDS Super contains a rich set of screens to assist you with Client monitoring, either individually or on an aggregated basis.
Whether you want to review a Member’s Insurance needs, receive an alert when a Member attains their Preservation Age, monitor the contribution caps of all your Clients, or project whether any Pensions are likely to fall short of meeting their minimum annual payments, IDS Super provides you with access to these tools and a range of others, to support your client management activities.
IDS Super contains a rich set of screens to assist you with the management of your Clients’ investments, either individually or on an aggregated basis.
Whether you want to benchmark the performance of a portfolio, review a Client’s portfolio by GICs sectors, see which Clients are overweight in a stock, or find out which Clients hold more than 15% in cash, IDS Super provides you with access to these tools and many others, to support you in managing the investments of your Clients.