WebOPS: Internet Enabled Administration System

 

 WebOPS provides your field representatives or field offices with the ability to utilize their current internet service provider to access reports and add customers and orders to the Back Office system.  Users of WebOPS can view their most recent commission statements, pending transactions, as well as override summaries.  The standard imaging capabilities within the WinOPS system are also utilized within WebOPS.  The imaging feature of WebOPS allows your reps to view client documents which have been previously scanned.  All of this is available at the touch of a button.  

The following features are available to users of the WebOPS system.

 
bulletCustomers
bulletImaging Capabilities
bulletOrders
bulletRepresentatives
bulletReports

Would you like to download an interactive demonstration of the WebOPS system?  

If so, click the button below...

 

      

Customers
bulletRemote Entry of Customers
bulletRemote Deletion of Customers
bulletView Customer Holdings
bulletView Existing/Paid Orders
bulletImaging Capabilities
bulletAbility to Customize Data
bulletEnter/View Contact Information
bulletEnter/View Account Information
bulletEnter/View Financial Information
bulletEnter/View Document Information
bulletEnter/View Bank Information
bulletEnter/View Employment Information

 

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Imaging Capabilities
bulletUtilizing the WebOPS Internet Enabled Entry System, you may scan images into the database and attach them to customer records.  These images are stored at the Back Office for retrieval by the rep in the field using WebOPS, or by home office employees.

 

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Orders
bulletVarious Types of Transactions
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Letter of Intent Transactions

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Rights of Accumulation Transactions

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Ticket Charge Capabilities

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Units, Unit Prices, Amount Invested

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Cash Received Information

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Representatives
bulletBy utilizing the WebOPS Internet Enabled Entry System, your representatives have the ability to view their own background information such as address, phone, licenses, etc.  When you allow your reps the ability to view this type of information, you know that your database is continually kept up to date.  Who else, other than the rep, is more qualified to keep an eye on their background information?  

 

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Reports
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Commission Statements

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Unpaid Transaction Report

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Commission Override Summary

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Daily Blotters

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Daily Bulletins
 

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Broker/Dealer Software   *   Branch Office Software   *   Commission Processing Software   *   OSJ Systems  

NASD Compliance Software   *   Clearing Firm Interface   *   DST FAN Mail   *   Internet Enabled System

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