Load a Deposit Investment Account Facility

Load a Deposit Investment Account Facility

PropWorx offers a comprehensive solution for clients to effectively administer investment deposits on behalf of their clientèle. It facilitates the creation of subaccounts for individual investments with the capability to accrue interest on a per-investment basis. PropWorx seamlessly integrates with a selection of esteemed financial institutions that support investment accounts, including:
  1. First National Bank 3PIM - now as a live bank feed  contact support@mypropworx.com to connect
  2. ABSA TPFM
  3. Nedbank Corporate Saver
  4. Capitec (formally Mercantile Bank )
  5. African Bank (formally Grindrod TIS )
By partnering with these reputable banks, PropWorx ensures compatibility and enables its clients to maximize the potential of their investment management capabilities

1. Click Accounting on the Main Menu.


2. Click Banking



3. On the main ribbon bar, select the Investment Accounts.



4.  Investment Accounts screen will open. 
5. Click on Manage button.



6.  User are able to have multiple investment accounts with the various facilities. User is able to:

Add New Investment Account:

  1. Click on New Investment Account button.
  2. Type in the Account Name and select the Facility from the drop-down.
  3. Click Submit Details button to create. The investment Account will be created. 


Delete existing Account:
  1. Tick the Investment Account in the list.
  2. Click Delete button. The investment Account will be removed. 


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