Symes Warne & Associates

Client Introduction

Established in 1982, Symes Warne & Associates Limited is a Licensed Dealer in Securities and a registered Life Broker. One of the largest and most respected firms in the Illawarra, Symes Warne manages over $300 million dollars of both individual and corporate funds.


Project Overview

Symes Warne & Associates approached Switch I.T. to develop a Client Billing System that would automate their current manual billing process. The system was required to seamlessly and transparently integrate with the existing application and maintain a consistent and familiar interface to minimise staff re-training.

In close collaboration with Symes Warne & Associates technical staff, Switch I.T. developed a system that automated the entire billing process, at the same time adding new functionality giving staff much greater control over all aspects of client billing. To minimise overall cost and complexity of implementation, elements of the existing system, as well as software already owned by Symes Warne was utilised.

The system featured the following facilities:

  • Advanced reporting facilities allowing staff to automatically produce billing reports for each client as Microsoft Excel files.
  • The generation of an improved filing system where all clients have a unique location within the system.
  • The generation of master text files for simpler administration and error checking.
  • The automatic production of mail labels in Microsoft Word format.
  • A share price import facility.

The implementation of the billing system resulted in a much more efficient and accurate client billing process. The automation also meant a reduction in human interaction, therefore reducing the likelihood of errors in the system. The share price import facility also ensured that all financial data represented a more accurate market value.