- Posts tagged Web Services
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RSDataWeb and Topdocs integration live
This short video demonstrates the automatic integration via web services between RSDataWeb and the leading online legal document facilitator Topdocs.
Subscribers to our RSDataWeb platform can now easily order, pay for and receive a wide range of legal documents online right from inside RSDataWeb.
The video shows an accountant using RSDataWeb select one of their SMSF clients, reviews its stored client data for completeness / correctness and subsequently orders and pays for a customized Trust deed document in one go.
This online process takes only a few clicks with the mouse and results in an automatically populated and downloaded trust deed to the accountant’s section on RSDataWeb. Enjoy the video and send us your comments below this blog entry!
Going forward and in close cooperation with our partner Topdocs we will make all current and future Topdocs legal documents available to our RSDataWeb users.
Author: Wolf Schumacher
Web services in action: Sharesight and RewardSuper
Sharesight provides automated, online portfolio management software for share market investors. As well as the usual compliance reports for tax and accounting, Sharesight answers the big question that every investor wants to know: "How well has my portfolio really performed?" In other words Sharesight calculates the per annum return (including dividends and currency movements) across any date range.
Like RewardSuper, Sharesight provides Software as a Service (SaaS). Our philosophy is simple: We provide the service and the customer owns the data. We took this a step further by developing our Sharesight Connect API. Sharesight Connect allows our customers to authorise third parties like RewardSuper's Accounting and Advice customers to have secure access to their portfolio data.
How the integration works
Our integration with RewardSuper’s RSDataWeb platform is a great example of web services in action. In a typical example, RewardSuper's Accounting customers will obtain permission from their clients to receive their trade records (contract notes) from the broker. This trading data is then electronically populated into Sharesight via Sharesight Connect, ensuring the client’s Sharesight portfolio is up to date with no manual input required. By combining this share trading data with comprehensive share market data, Sharesight automatically populates dividend records and adjusts for share splits, bonus issues, consolidations, name changes and capital returns for any shares listed on ASX, NYSE, LSE, NASDAQ and NZX. This data can be checked and maintained by either the client or their accountant. The complete portfolio data is then available to be automatically read back into RSDataWeb via Sharesight Connect where it is made available to be imported into one of the range of RSDataWeb's supported accounting systems.
Everybody wins
For the first time we are seeing a seamless flow of data between the broker’s trading platform, the client’s portfolio management software, and the accountant’s accounting system. Gone are the days where portfolio data is manually duplicated into a number of disparate systems. Accountants win by being able to provide clients with a more cost effective solution. Clients win by getting better value for money and, if they are using Sharesight, being much better informed about the performance of their portfolio with virtually no effort required by them.
Author: Scott Ryburn, Sharesight.com.au
