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Greetings BRM™ Users:
We have some exciting updates to BRMEdge to report.
More details about Vision 2008 are announced, and the new global electronic statement, BSB, is starting to light fires in Europe!
BRMEdge 3.19 Release
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With your input, we continue to develop new features for the BRMEdge™ system, here is a brief recap:
- Historical Volume Fluctuation Cases - Generate cases on actual volume on each statement - spot volume fluctuations immediately!
- Additions to Favorite Reports - Favorite reports are now the default selection, displaying reports in different colors based on their output option
- Tasks - can now be configured to automatically send an email after task is complete
- Payments Tracking System -5 user defined fields are now available for each payment entered, including "Pay From" bank on the Options screen
- Historical rate tracking -Edge now allows you to track up to five standard rates by month for use in comparison to the rates you are receiving
from your banks on your analysis statements. Easily see how close your earnings rate compares to chosen benchmark, e.g., 90 Day T-Bill, Fed Funds, LIBOR.
- Case Variance Tracking - All cases created by case manager will now show the percentage of variance between BRM value and bank value
Transporter for BRMEdge™
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An add-on module for BRMEdge, Transporter delivers 822s directly to
your desktop. Scheduled, automated, or on demand, save time looking for electronic analysis files.
Available for all major banks that utilize secure web downloads, Transporter retains password and login information. Wait no more!
BSB Global Statement - An Update
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Currently 15 global financial institutions have publicly committed to offering the new global BSB electronic statement! As you know, Weiland and GE
have led the charge by defining the standards. WFG has created software that produces the BSB file (BXB™), and a module to accept the files for analysis (BRMEdge™ add-on).
Though the BSB now has momentum, those of you who deal with banks outside of the US must continue to push banks for full implementation of the
BSB standard. For more information visit the TWIST web page.
Banks currently committed to issuing BSB statements are: Barclays, Danske Bank, KBC, Citi, Deutsche Bank, HSBC, Societe Generale, Westpac, Bank of America, Standard Chartered, Standard Bank, BNP
Paribas, Lloyds TSB, JPMorganChase and UniCredit Group. More to follow!
2008 Vision Conference
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This year's Vision Conference will be the best ever! Located at the Allerton Hotel Chicago, we will be
located near the famous Water Tower and have views of Lake Michigan.
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The Vision Workshop will be held downtown at MicroTek, with focus on extended reporting techniques; detailed design and implementation of standardized reports, mastering Multiview Analysis, extending reporting with Excel, and using BRMEdge
to evaluate Proforma RFP responses.
Invites will be going out soon. If you need more information, please give us a call at 847.735.0577. You may register
online.
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Weiland at AFP
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WFG will participate in the AFP Annual Conference in Los Angeles, California. Look for us in booth 1042/1044. Get all the
latest information on outsourcing, BRMEdge™ updates, Transporter, and BA™! For more information, or to sign up for a demo, visit our website.
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If you know someone else in your company
who should also be receiving these newsletters, let us know at: info@weiland-wfg.com.
www.weiland-wfg.com
© Copyright 2008 The Weiland Financial Group, Inc. All rights reserved.
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June 2008
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