Integrated Products of the Insite Banking System: Integrated Products

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Integrated Products

IRA Processing

Ability to track history and transactions for Individual Retirement Accounts, Roth, Roth Conversions, Medical Savings Accounts, Educational IRA's, Keoughs, SEPs, and more!

Allows multiple retirement accounts for one individual.
Automatic interfacing with the Certificate of Deposit Module which alleviates having to reenter transactions.
Complies with Federal Guidelines in providing electronic filing medium at the End of Year and on April 15th.
Creates customer contribution and distribution statements along with a 5498 statement for April 15th processing.
Account balance verification makes it easy to track incorrect postings and various distribution/ contribution types.

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	Integrated Products Central Information Certificate of Deposits DDA Direct Exception Proc General Ledger Investment Securities IRA Processing Loans Management Reporting ODBC Proof Item Entry Remote Proof ReportWriter Safe Deposit Box Savings


	With the large support staff and services offered by Automated Systems, Inc., they have positioned themselves to be a leading thin-client/server computing provider. David Forsch Director of Channel Marketing Citrix Systems

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