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Lynx Wealth Management Systems Software and Systems Review


Lynx Wealth Management Systems Financial Software and Systems

 

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Lynx Wealth Management Systems Financial Software and Systems

Lynx Wealth Management Systems - A Modular Approach

Lynx Wealth Management Systems 4Series Trust Administrator is a suite of software modules that has been developed in partnership with their clients to form an integrated solution to meet the needs of the most demanding providers of Trust and Corporate services.

This approach enables Lynx Wealth Management Systems customers to choose which modules to implement secure in the knowledge that they can add extra modules at a later date. All of these modules integrate seamlessly with each other to ensure that data and processes are only performed once. Currently, there are 8 modules available within 4Series Trust Administrator, each of which fulfil the tasks for a specific business function:

  • Entities – the central repository for all your client information
  • Ledger – full multi-currency accounting module
  • Control – operator and system security functions
  • Time – management of your staff’s time
  • Fees – client billing
  • Portfolio – management and accounting for non-cash assets
  • Purchase Ledger – manage incoming invoices and re-charge to your clients
  • Task Manager – assistance with compliance and business processes.


For further information on Lynx Wealth Management Systems Financial Software and Systems visit the Lynx Wealth Management Systems website.


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