Much of Opes’s development work is geared to the specific needs of individual clients and therefore very bespoke. But a number of our projects have been more generic in flavour and as a result, we have a number of tools and applications readily available that extend the core Elite system functionality.
Each of these modules is offered on a license per annum basis, the cost scaling with the number of fee earners/timekeepers as per Elite licensing. Implementation, training, support and upgrades are all included within the annual license fee.
Web services framework
|Enterprise||Allows the posting of complex transactions into Enterprise from third party products (eg Chrome River, Metastorm), whilst ensuring Elite auditing rules are adhered too.|
|Enterprise||Allows the creation of an unlimited number of rate structures; when a rate model is revised, all the individual matters attached to that particular rate model are automatically updated.|
|Accrued interest calculator||Enterprise||Allows simple interest-based calculations to give an end-of-day position on client accounts.|
|Compound interest calculator||Enterprise||Allows on-demand compound interest calculations for those firms holding large amounts of client funds over many months.|
|Bank reconciliation statement processing||Enterprise||Allows the automatic acquisition and uploading of bank statements in the appropriate format, without any human intervention required.|
|Auto pro forma generation||Enterprise||Allows the automatic generation of tailored invoices in a high volume, fixed fee environment; business rules-driven, it handles all write-ups/downs, preparing bespoke pro forma for review.|