Platformplus RMS v1.0.25.20
Highlights Fix: Resolved issue with client bookmark in brokerage report Maintenance: Miscellaneous bugs and fixes Files Download Setup Download Patch
Knowledge Base
Platformplus RMS v1.0.25.19
Highlights Fix: Resolved issue with account creation and default client assignment Fix: Resolved issue with client bookmark in brokerage report Maintenance: Miscellaneous bugs and fixes Files Download Patch
Platformplus RMS v1.0.25.18
Highlights Feature: RMS now supported Password encrypted XLS/XLSX files Fix: Resolved issue with ABA file generation Fix: Resolved issue with fee payment display Maintenance: Miscellaneous bugs and fixes Files Download Installer Download Patch
Platformplus RMS v1.0.25.17
Highlights Fix: Resolved issue with Splash screen Fix: Resolved issued with Tiered splits Fix: Resolved issue with percentage fee payments Fix: Resolved issues with Distribution Preview Feature: Added check for version updates Maintenance: Miscellaneous bugs and fixes Files Download Installer Download Patch
Platformplus RMS v1.0.25.16
Highlights Fix: Resolved an issue with Fee Payments Feature: Added new sub-report options (pie charts) to Brokerage Report Maintenance: Updated SQLlite database in line with recent MSSQL schema changes Maintenance: Updated Installer to use SQL Express 2022 Fix: resolved parsing issues with email sending Fix: Added pre-distribution checks to reports Feature: Added warning messages when …
Platformplus RMS (Legacy) v1.05y
Note This version is no longer supported. Please contact RMS support to upgrade to the latest version of RMS. Files Download Installer Download Patch
Reference Guide
RMS is used by AFSLs and imports the Brokerage paid to the Group and their advisers by the various Fund managers. RMS breaks down this income from the fund manager applies splits and fees with the end brokerage result that is paid to the adviser. It also provides this information in the form of an …
Configuration
Control Panel Tiered Splits Tiered Splits are uses when you want to vary the licensee split according to how much business the Client writes. They are used in the same place in the distribution process but the amount of money that is passed to the Client varies according to the amount of business the Client has …
Opening Screen
RMS Opening Screen This article is to give you a tour of the Platformplus RMS home page. Displays important information about your license and the version of RMS that you are currently running. The version is listed as – v and then the version that you are running. In this case I can see that …
Set up email functionality
How to set up the email functionality in Platformplus RMS. Before we start we will need the SMTP server details. If you don’t know what yours in you can either contact your network administrator or you may be able to get it from the email account details in your current email client. Firstly log and …