Our Focus, Your Business! Financial Software since 1992 Call us! 973-884-1020
Our Focus, Your Business! Financial Software since 1992 Call us! 973-884-1020
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From custom financial software solutions and IT consulting to integrating our Synergy suite of banking, insurance, medical and corporate applications with existing infrastructures and ERP systems, we believe in working with you to drive results while maximizing your technology investment.
Cloud based solutions are available to clients utilizing our software as well as clients who express interest in PSI's fully managed cloud based suite of services
• Enterprise Core Validation ensures
data integrity is constantly maintained
• Funds transfer platform allows SWIFT integration
with auto generated messages
• Full audit trail/history featuring automatic archiving
and scalability to handle any volume changes
• A customizable dashboard for work flow management
gives a full view of all current operations
• Intuitive XML web based interface that is integrated
with Word, Excel & Adobe for any form of presentation
• Compatible with multiple currencies, multiple languages & settings for multiple branches and users
• Integrated document system for
uploading/updating/customizing documents,
easy error remediation and tracking of current status
• General ledger integration that allows
for a consistent and full record of all activity
• Customizable interface/presets and the ability to set permissions based on user access levels
• Encrypted cloud hosting and password encryption that enforces strict rules on password content, history and expiration
General Features
• Accounts
• Core Data Management
• Facilities & Limits
• Foreign Exchange
• Funds Transfer
• Loans & Deposits
• Trade Services
• Security
• Human Resources
General Features
• Collections
• Documents
• Financing
• Guarantees
• Letters of Credit
• Limits & Facilities
• Open Accounts
• Presentations & Payments
• Security
• Human Resources
General Features
• Collections
• Documents
• Financing
• Guarantees
• Letters of Credit & Standby
• Limits & Facilities
• Open Accounts
• Presentations & Payments
• Security
An overview of Synergy's Export LC Entry process
An overview of Synergy's Import LC Entry process
An overview of Synergy's Guarantee Issue Entry process
An overview of Synergy's Standby LC Entry process
• Electronic collecting/tracking/reporting of collateral data & account balances
• Process collateral held in various financial instrument types
• Normalize multiple data sources
• Secure online database storage
Pinnacle Solutions Inc.
Pinnacle Solutions Inc., 150 River Road, Montville, NJ 07045, US
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