Start a conversation

RMEx PTF and Update Documentation

  • RMEx 5.1 Aug 04, 2017 updates (PTF)

    RMEx 5.1 Aug 04, 2017 updates...

  • RMEx 5.0 Oct 03, 2016 updates (PTF)

    RMEx 50 index:  Overview of RMEx Version 5.0 . . . 2 Inconvenient times to call . . . 3 Forcing agents to obtain express consent . 4 Disaster logic . . . 10 Changes to the client master . . . 10 Consu...

  • RMEx 6.0 Dec 6, 2021 updates (PTF)

    RMEx 6.1 Dec 6, 2021 updates OVERVIEW OF RMEx RELEASE 6.1 - THE REG-F VERSION 3 INFRASTRUCTURE, DATABASE AND ACCOUNT POSTING CHANGES 4 UPDATED TRANSACTION FILES 7 ON-LINE CLIENT ACCOUNT ENTRY 7 ACCOUN...

  • RMEx 6.1 Sep 13, 2022 updates (PTF)

    RMEx 6.1 Sep 13, 2022 updates...

  • RMEx 6.1 May 23, 2022 updates (PTF)

    *Major changes have been made in this release to accommodate the Reg-F rules December 6th, 2021 – Infrastructure and database changes New fields for the account master file New fields for itemization ...

  • RMEx 6.1 Mar 14, 2022 updates (PTF)

    *Major changes have been made in this release to accommodate the Reg-F rules December 6th, 2021 – Infrastructure and database changes New fields for the account master file New fields for itemization ...

  • RMEx 6.1 Aug 8, 2022 updates (PTF)

    *Major changes have been made in this release to accommodate the Reg-F rules documentation for details on each change https://quantrax The following are recent changes to RMEx 6 December 6th, 2021 – I...

  • RMEx 6.1 June 17, 2022 updates (PTF)

    December 6th, 2021 – Infrastructure and database changes New fields for the account master file New fields for itemization Activating Reg-F edits at the client level Force itemization amounts “Set ite...

  • RMEx 6.1 July 1, 2022 updates (PTF)

    New fields for the account master file   New fields for itemization Activating Reg-F edits at the client level   Force itemization amounts   “Set itemization date to T-”   Itemization code “P” special...

  • RMEx 6.1 Aug 23, 2022 updates (PTF)

    New fields for the account master file New fields for itemization Activating Reg-F edits at the client level Force itemization amounts “Set itemization date to T-” Itemization code “P” special logic T...