Straight Through Processing (STP)
STM can schedule the following tasks to completely automate your CGT and reporting
needs:
- Monitor email addresses to import transactions from broker contract notes and other sources
- Process all your STM clients up to date
- Load daily ASX and managed fund prices from the STM website or other pricing systems
- Download the latest corporate actions data into STM
- Download holding and transaction information from the registries
- Reconciling holding information from STM against the registry
- Generation of any CGT or PVR reports for one or more clients
- Uploading of reports to your website as company branded web pages
All tasks can be configured to run daily, weekly, or monthly depending on your needs.
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