FRMS

FRMS has been created to offer small to medium unit trust organisations an alternative to expensive, outsourced, registry offerings.  The software, designed and built in Australia covers the majority aspects of unit trust operations. 

It has been designed to be highly scalable, enabling it to grow with our clients, with it's inherent database technology based on Microsoft Access, Microsoft SQL Server or the Oracle.  Some of the features of the software include:-

	•	Ability to handle multiple funds;
	•	All brokerage (brokerage, Overage, Trailing Fees etc) functionality built into the system;
	•	Personal and non-individual unit holder capable;
	•	Enhanced security options, including menu item and function security;
	•	In-built contact management and diary system, enabling staff to easily deal with clients without the need for multiple systems;
	•	Multiple Distribution types allowed;
	•	Flexible Letter Creation functionality; and
	•	Comprehensive Reporting and Banking functionality.

Finally, flexibility has even been built into our pricing models, with options for full licence payments, payment by number of users or annual licence payments available  - CTM delivering results our clients count on