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Trace’s new Segregation of Funds functionality was demonstrated to clients at a Breakfast Briefing held on Pancake Day 2020.
After a delicious breakfast of freshly made pancakes, a record number of attendees were shown new functionality that meets the requirements of the RICS Professional Statement “Client Money Handling”, dated October 2019.
This specifies that all RICS-regulated firms must use each individual client’s money only for that client’s affairs.
Segregation of Funds in Trace property management software allows the user to:-
Segregation of Funds is a significant piece of functionality that took some 200 man-days to develop. It is included free of charge in our most recent PM&A release, 5.90.00.
The Briefing also included a sneak preview of the forthcoming Mojo Supplier App; details of Mojo invoice approval; and other already-released Mojo enhancements and features.
For more information on any of the items described above, please contact your Account Manager or call us on +44 (0)20 7825 1299.
Call or email us now on +44 (0)20 7825 1299 for a free, no obligation demonstration. Please note: during the current pandemic all demos are taking place online, via Zoom or MS Teams.
Call us now on +44 (0)20 7825 1299 and we’ll arrange a free, no obligation demonstration at your convenience. Or send us an email using the form below. Please note: during the current pandemic all demos are taking place online, via Zoom or MS Teams.