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Broker Auditing and Compliance Software

SIT to Add Agent and Broker Audit Tracking to Portfolio Plus

Toronto, ON, Canada – September 12, 2014 — Strategic Information Technology Limited (SIT) will be adding broker auditing data to its comprehensive common agent profile to address auditing requirements for brokers in the deposit, mortgage, and financing industries.

"Unlike other vendors, we've built agent and broker functionality deep into the heart of Portfolio Plus", said G Robert Leeming, President of SIT. "Adding audit tracking data to these broker and agent profiles to help reduce potential fraud or money laundering is the next logical step and we're pleased to be working with industry leaders to move this forward."

"We have term deposit issuers who manage in excess of a billion dollars worth of broker-originated deposits with less than one full time equivalent employee", added Leeming. "That type of efficiency is a demonstration of how critical broker and agent functionality can be in today's multi-channel financial world."

Portfolio Plus enables you to build a multi-channel strategy in which to sell and service your financial products. As such, Portfolio Plus can fulfill the requirements of selling financial products through advisors, brokers, agents, direct, web, and mobile.

VIDEO: How Portfolio Plus Handles Agents, Brokers, and Advisors so Well

About Strategic Information Technology Limited

SIT, formed in 1988, develops and markets Portfolio Plus which is used by customers like RBC, CIBC, TD, ING Bank of Canada, PC Bank, Canadian Tire, and Manulife. Portfolio Plus offers a unique Plug-In BankingTM architecture and a Financial Services BusTM that extends Portfolio Plus functionality to other corporate applications. SIT's banking software enables credit unions, banks, trust companies and building societies to offer web banking, loans, loan securitization, investments, term deposits, wealth management, retail, ATM/POS switch interfaces for debit cards, leasing, and credit bureau interfaces. Portfolio Plus can also be tailored, on request, to meet specific customer requirements.

SIT can be reached at (http://www.stratinfotech.com) or by phone at 905-640-0808.

Portfolio Plus, Plug-In Banking and Financial Services Bus are trademarks or registered trademarks of SIT in the U.S., Canada and other countries. Any other trademarks or service marks contained herein are the property of their respective owners.

For more information:
Patrick Lannigan
Strategic Information Technology
Telephone: 905-640-0808 x356
Email: patrickl@stratinfotech.com

 

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This page was created or refreshed on November 22, 2017 @ 15:40:43
by Strategic Information Technology (SIT) Ltd., Stouffville, Ontario, Canada
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