Depending on the complexity of the request, charges may apply based on the changes required to the report.
Reports are usually agreed upon by the business and signed-off during the implementation stage. Depending on the type of change request and ensuring appropriate approval is granted, a change can be made to a report through AllMyFunds.
The minimum requirements are:
- 1 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor
- 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)
- 16 GB available hard disk space (32-bit) or 20 GB (64-bit)
- Internet access
- IE7 or higher
You get both pre- and post-support.
For pre-support we have a comprehensive implementation plan which is consultative in nature. We assist you every step of the way to successfully put the solution into service.
Our post-support includes phone and remote access support for enquiries and immediate trouble-shooting. A scheduled site vist is also organised with you to evaluate usage and client satisfaction for quality control purposes.
Sure, this is purely optional.
The system allows you to carry out your own printing and posting at your convenience.
No data conversion is required.
Our system makes use of the open architecture (API) that’s already in place to interface with other financial planning packages and accounting systems. Once an interface is established there will be no double entry necessary.
AllMyFunds can increase and enhance your engagement with new and existing clients through simple, innovative web-based solutions that are easy and inexpensive to operate and run.