Creating secure financial planning solutions for WA Davidson


WA Davidson Financial Services was formed after identifying an opportunity to create a financial services company to re-adopt traditional values, providing a solution tailored to each individual company’s needs.

Entelect was approached to perform the initial requirements analysis and thereafter created a fully bespoke system.

The system’s main requirements were to provide customised retirement fund and financial planning solutions and services.

These services primarily focused on creating a self-managing web-based solution to cater for the following in a secure environment:
– Members
– Funds
– Employers
– Returns
– Claims
– Documents
– Reporting

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