RSDataWeb drives your firm's

success with client data administration

As an Accountant / Adviser do you administer SMSFs, Trusts or other transaction rich client structures?
RSDataWeb drastically reduces costs, improves your productivity and client services, resulting in exceedingly positive effects on your firm's bottom line!

Click the blue tabs for details:

Solution

RSDataWeb automates the capture and reconciliation of your clients' financial transactions and allows for the 1-click export of automatically coded transactions to your professional Accounting system.

RSDataWeb also features integrated Workflow / Client Work-In-Progress monitoring and online Document Management for your practice.

Schematic overview of RSDataWeb - Click picture to zoom:

Quick summary of RSDataWeb's Features & Capabilities:

Client Relationship Management (CRM)
- Keep all your client details and their accounts onlne.
- Easily exchange data with your existing CRM or accounting system.
- Comprehensive view and update of your clients' data.
Transaction Data Management
- Widest range of electronic data feeds in the industry for all asset classes / types (Cash and Investments).
- Generation of new electronic data interfaces for new client investments or asset managers / platforms / managed accounts is included.
- Automatic daily electronic capture and delivery of your clients' Shares Buy and Sell Transactions from all Australian and NZ brokers.
- Automatic reconciliation of Cash with Investment transactions.
- Automatic calculation of dividends and tax components.
- Sophisticated business rules engine.
- Export on-demand of correctly coded transactions to your professional Accounting software.
- We support BGL, APS (Desktop Super), Handisoft, Supercorp products and Acurity Online by Financial Synergy.
Workflow and Document Management
- Monitor Work-in-progress and Budget variances for your client tasks.
- Automatic alerts of overdue and finished workitems via email and sms.
- Link to your Timesheet recording and client billing systems.
- Integrated Auditor support, e.g. source documents directly linked to electronic transactions.
- Easily and securely import, store and export any documents concerning your client(s).
- Easily and securely generate and maintain a wide range of legal documents (Topdocs integration) from inside RSDataWeb
Business Intelligence Reporting
- Integrated database reporting tool.
- Extensive exception and data quality reporting.
- On-demand export of data supported.

Please contact us to arrange for an in-depth live demonstration of RSDataWeb.

Benefits

As a Software-as-a-Service (SaaS) solution, RSDataWeb's benefits far outweigh operating costs and business / technological risks.

Overview of Benefits linked to the deployment of RSDataWeb:

Elimination / reduction of manual administration time and costs
- Your staff no longer needs to key in transactional data.
- You don't need to outsource manual keying in of data to providers within Australia or Overseas.
- Your staff no longer needs to reconcile cash with investment transactions manually, which can be daunting task.
- No longer occurences of too many transactions landing in suspense accounts, from where they need to be cleaned out manually.
Elimination / reduction of time and efforts for collecting information.
- You no longer need to endlessly chase clients for information on paper as you will now receive data electronically directly from the source.
Elimination / reduction of data error rates and quality costs
- The elimination of manual tasks reduces data error rates.
- Enhanced data precision strips out quality costs and duplication of work.
Reduction of annual audit costs
- Audit costs are drastically reduced through providing online access to source documents linked to electronic transactions.
- Audit cost reductions are attainable through Straight-through processing of electronic data directly from the data sources without the possibility of tampering with the data.
Accelerating administrative work and capacity levelling
- The automatic online data capture allows for the spreading of administrative work from Financial Year End to monthly or shorter time intervals throughout the Finacial Year.
- Automatic processing of data and integrating with electronic data sources and accounting systems allows to speed up the whole administrative process.

Please contact us to arrange for an in-depth live presentation of RSDataWeb.

Customers

Innovative firms in the industry team up with RewardSuper.

These are leading companies that don't stand still and are frequently reviewing and renewing their business processes and systems to find better and more affordable ways to serve their clients.

We are committed to actively assist our customers with our web based solutions to stay on top or move to the forefront of the industry.

Read about our featured customers PKF and Mardell Financial Centre:

PKF extensively use and contribute to RSDataWeb

Industry leading PKF Chartered Accountants & Business Advisers not only use RSDataWeb, but are also instrumental in helping us improve new functionality.

For example PKF actively influenced the final development stages of our embedded Workflow and Work-In-Progress monitoring solution.

The Melbourne office within PKF's East Coast Practice lead the selection and successful deployment of RSDataWeb for PKF's SMSF administration processes.

We proudly present PKF's endorsement of our product and services:

“ We have been involved with RewardSuper since 2009 and are successfully using their RSDataWeb platform for SMSF data administration and workflow management. It helps us to streamline our administration services and removes the need for clients to send us information. We are very impressed by the high quality and speed of RewardSuper’s product and client support. ”

Mardell Financial Centre automates with RSDataWeb

Mardell Financial Centre started to use RSDataWeb for their SMSF business in Nov 2011.

They are a national, personalised, boutique financial services group providing their clients with specialist advice in self managed super funds, personal and business accounting, tax, financial and investment advice. Mardell Financial Centre, pride themselves on being able to source dynamic and progressive financial solutions creating for their clients a powerful and secure environment within which to operate.

Please contact us to arrange for an in-depth live demonstration of RSDataWeb.

Partners

RewardSuper teams up with innovate and reliable firms. Our partners add superior value to our product and client services:

Our Trusted Technology and Application Partners

Sharesight is a comprehensive online share portfolio management system targeted towards self-directed investors. Firms using RSDataWeb enable their clients to easily review all aspects of their share holdings online in Sharesight before making buy or sell decisions with the broker of their choice. Daily share trading data including soft copies of the respective contract notes are automatically exchanged between Stock Brokers, RSDataWeb and Sharesight.

Users of RSDataWeb easily and securely import / export and track documents and messages of any size using RSFastTrack, Management Solution's superior online communication tool. Firms using RSDataWeb can easily enable their clients to use RSFastTrack for all electronic communication with their firm.

Users of RSDataWeb can now automatically and securely generate legal documents regarding Companies, SMSFs, Trusts, Deeds, Pensions, etc online from inside RSDataWeb.

Users of RSData Web will soon be able to access Australia's leading online stock valuation service, providing all the information they need to make independent and unbiased investment decisions for around 500 ASX companies based on value, assessed economic health and future sustainability to make sound buy, sell & hold decisions..

We have built RSDataWeb using InterSystem Corp's exceedingly fast, secure and highly scalable Caché post-relational database management and development system.

Bulletproof are our Sydney based managed Cloud infrastructure partners who take care of the secure 24/7/365 availability of our dedicated servers running RSDataWeb.

Productive Vision Pty Ltd, t/as SchumacherPartners, our sister company, develops custom business web applications for the Australian Financial Services, Accounting and Logistics industries since 1999.

Please contact us to arrange for an in-depth live demonstration of RSDataWeb.

Support

Supporting our clients' succesful deployment of RSDataWeb is of prime importance to our team.

As a strategic business function Client Support receives our highest level of attention at all times.

Elements of how we support our valued customers:

Weekly webinars and phone catch ups
- During the first several months of a new business relationship we catch up frequently with the person in charge of the RSDataWeb deployment (aka "The Champion").
- Catch ups are used to discuss recent developments and new requirements, for example concerning new data interfaces for new client investment types.
- All Catch up sessions start with an agreed online agenda, the review of the status of action points from the previous meeting and conclude with written minutes detailing action points.
Built-in software support functions
- RSDataWeb shows a "Customer feedback button" on each screen, which, when pressed, allows for exceedingly fast online posting of any question the particular user may have. A knowledgable support person will respond with completely researched answers via email within a short timeframe.
- From each screen the user has easy access to a powerful online help function.
User training online and / or face-to-face
- The user has online access to a concise RSDataWeb user guide.
- We assist customers' Champions with scheduling online training sessions focussing on their firm's specific circumstances (accounting system, types of client investments, etc).
- We also hold face-to-face training sessions in our modern training facilities in Sydney.
- If the scope of the deployment warrants it, we may agree to holding customer on-site training sessions.

Please contact us to arrange for an in-depth live presentation of RSDataWeb.

Getting Started

Answering a few important questions will help you get started:

Who will be our RSDataWeb "Champion"?
- Do we have well suited candidates for being Champions, i.e. people who are practically experienced with our day-to-day admin work and who have a convincing "big picture" view for a more profitable future of our practice(s)?
- Do these candidates possess team leadership and change management skills as well as an appreciation of modern Web technology for business?
Do we know the "pain points" in our current business processes and systems?
- Do we possess a current write-up of our business processes and IT systems, which is widely accepted within our firm?
- Did we identify, document and agree on shortcomings of our current business processes, IT systems and the need for change?
- Does our firm have an internally accepted and documented data quality and governance policy?
Did we weigh the expected Benefits against the Costs?
- Are we aware of the comparatively low monthly / annual subscription costs and the available volume discounts for RSDataWeb?
- Do we know what the administrative work for our clients costs us today?
- Did we prepare a Costs/Benefits analysis on which to base a decision going forward?
What are proven implementation steps, which guarantee the delivery of lasting success?
- Do we have a well documented implementation strategy for our new cloud based business processes?
- Did we have a chance to compare notes with a current user of RSDataWeb?
Are we ready for drastic performance improvements?

Do we have a concise project plan with agreed objectives and deliverables?
Did we make sure that our practice partners fully embrace the project?
Does our IT management and staff support the deployment in the cloud?
Do we have a change management policy in place, which involves staff, managers and partners?
Did we analyse potential adoption barriers to stop affected staff staying with or going back to the old way of doing things?
Do we apply the RSDataWeb WIP monitoring feature right from the start?
Do we involve affected clients through regular useful information?

Please contact us to arrange for an in-depth live presentation of RSDataWeb.