Bronze Silver Gold Platinum Diamond
01. Accounting - Receivables, Payments, Trading History, Statements
Accounting Trade Volume & Balances Summary    
Accounts Receivable Aging Report    
Cash Account Payments Report    
End of Month Statement Processing    
1099B Generator for IRS Tax Reporting    
Accounts Cash Payment Cards Reports    
 
Member Bank Accounts Reports    
 
Monthly Trade History Summary Reports    
  
Collect Trade Tax On Trade Fees    
  
Enable PayPal Payment Processor API    
  
Enable PayPal for Exchange Fees    
  
Corporate Trading Credit Control Paid Invoices Report    
  
Corporate Trading Credit Control Unpaid Invoices Report    
  
Payment Card Gateway Processor API    
   
Exchange Auto Fee Collection Threshold     
   
02. Broadcast Email to Members, Prospects and Special Interest Groups
Member Group Which Display Balances    
Marketplace Broadcasting to Members Manager    
  
Create New Email Broadcast    
  
Broadcasting Emails to Prospects    
  
Create Multiple Clients Fee Plans Groups    
  
Create Multiple Clients Status Codes Groups    
  
Member Bulk In-Email Broadcasting System    
  
Member Selector for Special Interest Groups    
  
Exchange Member Group Selector/Creator    
   
No Threshold Unlimited Daily Email Broadcast to Members    
   
No Threshold Unlimited Daily Email Broadcast to Prospects    
   
03. Credit Issuing Management and Credit Control System Features
Brokers Comment and Rating of Member    
  
Credit Issuing Matrix Assistant    
   
Show Feature To Edit Client's Credit Matrix    
   
Line of Credit Matrix Review Report    
   
Credit Line Issuing Assistant Matrix System    
   
Member Can View Own Line of Credit Matrix Score    
   
Members Can View Own Credit Matrix Score/ Charts    
   
04. Customer Relationship Management (CRM) Features
Create New Member Wizard    
Create New Notes and Tasks    
  
Exchange Notes Task Manager     
  
Create Unlimited Multiple Contacts/User Per Member    
  
Member Addresses    
  
Create Unlimited Multiple Addresses Per Member    
  
Member Map Locations    
  
Auto Multi-Address Geo-Data Latitude Longitude Look Up    
  
Live Chat & Instant Messenger module    
  
Exchange Employee Diary & Task Scheduler    
  
Client Dairy and Task Scheduler    
   
Client action notice alert    
   
Client Bulk Balances Uploader    
   
Show Feature Import Client Data    
   
Client Letter-Fax-Email Notification Creator (CRM)    
   
Create Sub Accounts For Member Employees    
   
05. Document Vault Features
E-Sigin Contract Requests    
   
Document Vault Member Sharing    
  
06. E-commerce Marketplace Features
** Show Marketplace Member Directory    
 
Marketplace Categories - Yellow Pages    
 
Member Marketplace Offer Adverts    
  
Create New Items in the Marketplace    
  
Marketplace Sales Opportunities    
  
Marketplace Members Goods and Services Category Listings    
  
Stock Control & Inventory Transactions System    
  
Marketplace - Disallow Variable Trade Offers    
  
Marketplace Default Country Filter    
  
Marketplace Categories - United Nations Standard Products & Services    
  
Marketplace Categories - North American Industry Classification    
   
Marketplace Categories - Exchange Own Custom    
   
Google Earth Geo-RSS Feed    
   
Offers/Wants Additional Detail Form    
   
Show Marketplace Cart Items    
   
Non Commercial Marketplace Offers Filter    
   
Marketplace Recent Viewed Items    
   
Only use Mega Menu Categories for Offers & Wants    
   
Disable Header Cart    
   
Enable Marketplace Subscription Prefrences    
   
Marketplace - Filter By Offices    
   
Enable Offer Buy Now Options    
   
Show Feature To Batch Perform    
   
Marketplace Custom Language For Categories    
    
Merge Local and Global Marketplace     
   
Enable Various Offer Currency    
   
Stop Full Market Access Guest User     
   
Enable Marketplace Best Offer    
   
07. Employees and Office/Divisions Features
Set Multiple Exchange Employees    
  
Show Multiple Employees    
  
Enable Multiple Offices/Divisions    
   
Create New Multiple Offices/Divisions    
   
08. Exchange Custom Website Features
Dedicate Primary Website URL    
System International Culture Setting    
Custom Media File URL Prefix    
Custom Hyperlinks URL Prefix    
Secondary Dual Website URL    
  
Client Help and Demonstration Videos    
   
Custom Home Content URL    
   
Secure Sockets Layer (SSL)    
     
Custom SSL URL 1    
     
Custom SSL URL 2    
     
Custom SSL URL 3    
     
Custom SSL URL 4    
     
Custom SSL URL 5    
     
Web API's     
    
Web Analytics Script Monitoring API - Google, Yahoo    
   
Enable Third Party LEFT Bottom Script Popups    
   
Enable Third Party RIGHT Bottom Script Popups    
   
Enable Access To Child Exchange    
   
Create Multiple Sub Trade Exchanges    
    
[GETS_Exch_Enable_RegistrationPlan]    
   
09. Exchange Performance and Statistics Reporting
Exchange Reporting Options    
  
Full Trading Summary Report    
  
View All Statement Reports    
  
Full Monthly & Yearly Summary Reports     
  
View Full Summary Reports     
  
Exchange Management Report Creator    
  
Exchange Management Reporting    
  
Exchange Performance Health Check Report    
  
Members View of the Exchange Health Check Report    
   
10. Global Marketplace Exchange Features
Disable Global Search Include Description    
   
Global Marketplace Exchange Access    
   
Global Marketplace Exchange RSS Feeds    
   
Global Marketplace Exchange Subscriptions Manager    
   
Create New Global Marketplace Subscription    
   
Global Marketplace Subscription Feeds In    
   
Global Marketplace Subscription Feeds Out    
   
Global Marketplace Alert Notice    
   
Enable Global Search Include Global Offers    
   
11. In-Mail Message System Features
In-Email Messaging System    
  
In-Email & Broadcasts Default Email Address    
  
Client Message Inbox    
  
Client Message Sent Box    
  
Client Message Draft Box    
  
Client Message Deleted Box    
  
Member to Member Email Messages    
  
Client Create New Messages    
  
Customized Email - Fax Transaction Notifications    
  
Email Notify Member Content Changes To Broker     
   
Enable SMS TEXT Processor API    
   
12. Integrated Content Management System (CMS)
Show Content Manager    
  
Standard Colour Styles CSS Themes    
  
Custom Style Sheet Theme    
   
Customized Colour Styling CSS Themes    
   
Disable Menu Marketplace    
   
Disable Menu Member Directory    
   
Selector for Custom Website Header    
   
Select Default Dash board Theme for Exchange    
   
Owns Master Category Translations for their Language    
    
13. Loyalty Exchange Rewards Program Features (POA)
Member2Consumer (M2C) Loyalty Exchange System    
     
Select Loyalty Exchange Treasury Account    
     
Create Multiple Loyalty Exchange Systems    
     
14. Marketplace Limited Open Access to Public (Read Only)
Enable Scrip/Voucher Escrow Account     
 
Limited Open Access to Local Exchange Marketplace    
 
Limited Open Access to Marketplace Members Offers    
 
Limited Open Access to Marketplace Members Wants    
 
Limited Open Access to Marketplace Members Categories    
 
Limited Open Access to Marketplace Member Locations    
 
Limited Open Access to Global Marketplace Exchange Offers    
   
Enable Ecommerce Marketplace Page as Default    
   
15. Member Directory Features
Show Member Balances In Directory    
Member & Contact Directory    
  
Marketplace Search By Locations    
  
Show Member Status In Marketplace    
  
Competitor Marketplace Blocker    
   
16. Member Purchasing Request Project Planner
Trade Purchase Request Planning System    
   
Member Quick Purchase Request Planner    
   
Member Detailed Purchase Request Planning Wizard    
   
17. Members Manager, Summary, Trading Statistics, LOC Matrix
Exchange Member Reporting System *    
Show Client Accounts    
Member Activity & Account Balances Summary    
Member Contact Status and Email Report    
Member Access Status, Sign Up & Renewal Report    
  
Member Trading Activity Reports    
  
Member Purchase Activity & Performance Report    
  
Show Client's Renewal Options    
  
Employees to Employee Member Transfer System    
  
Show Client's Contact Options    
  
Clients - Filter By Location    
  
Member Sales Activity & Performance Report    
  
Member Marketplace Activity & Performance Report    
  
Members Addresses and Latitude/Longitude Lookup Report    
  
Members Profiles, Logos, Websites and Directory Listed Report    
  
Member Taxable Sales Report    
  
Members - Filtered By Office and Brokers    
   
Show Client's Tax Sales Report    
   
Employee/Branch Account Reports    
   
Create New Trade, Cash And Point Account    
    
18. Merchant OnTrade EPoS (Electronic Point of Sale) Features
Merchant Electronic Point of Sale Swipe Card Terminals    
   
Disable Automatic Card Numbering Algorithm    
   
19. Ambassador Club Features
Enable Member Ambassador Club Menu    
   
Enable Client Ambassador Setting    
   
Affiliate Program Member Referral Invitation Manager    
   
20. Sales, Prospecting Features
Sales Prospect & Referral Manager    
  
Create New Sales Prospects and Referrals    
  
Transfer Prospects to Sales Consultants    
  
Online Registration With Payment Cards Details    
   
21. Search Engine Optimization (SEO) and Social Media
Exchange Website System Title    
  
GETS Technology Search engine optimization (SEO)    
   
Custom Search Engine Optimization (SEO) Meta Tags    
   
Marketplace Facebook Like Link    
   
Share Marketplace Items on Social Media Sites API    
   
Home Page Facebook Like Box    
   
Twitter Feed Box Embed Script    
   
22. Smart Phone and Tablet Website Features
Smart Phone Mobile Website    
   
Smart Phone/ Tablet Application URL (i.e. www.Exchange.mobi)    
   
View Marketplace on Mobile App    
   
View Account Balances on Mobile App    
   
Transaction Verification Security Pin    
   
View Transaction on Mobile App    
   
Create New Sale Transaction    
   
Add New Purchase on Mobile App     
   
Find Member Look up on Mobile App    
   
Search for Member Contact Details    
   
Create & Receive Emails Messages    
   
23. System Access and Security Audit Features
Password Reset Option    
  
Enable Signup Register Captcha    
  
Enable Signup Register Verify Email with Code    
  
User Permission and Access Levels to System Options    
  
Agreement to Exchange Terms & Conditions On 1st Login    
  
Show Member Activities    
  
Show Feature To Reset User Access    
  
Auto Block Multi Attempt Attack Logins    
   
Client website Embed Login    
   
Show User Activity Log    
   
Member Login Audit and IP Mapping Statistics    
   
IP address lookup & location Checker    
   
24. System Configuration Manager
Enable Region Top Menu    
  
Show System Manager    
Responsive Design Marketplace and Directory    
  
Enable Responsive Design for Home page    
  
Show Status Codes    
  
Show Fee Plans    
  
Show Tax Reporting    
  
Transaction Fee Payment Method Notice    
   
Immediate Auto Fee Collection Service    
   
25. System Help Manager
System Help Manual    
  
Edit System Help Manual    
   
View Help Videos     
   
View Help    
   
System Bug Reporting & Audit Service    
   
26. Transaction Manager Features
Transactions Progress Summary Report    
Transaction Detail Summary Report    
Quick Transaction Creator    
Create New Purchase Request    
Show Transaction Quick Summary Popup [+] and Reference Number    
Transaction Account Payment Flow Audit and Invoice Creator    
Show Transaction Confirmation Options    
Create New Detailed Purchase Request    
  
Transaction Auto Authorizations Clearance System    
  
Send Authorization Notices to Brokers By Email    
  
Transaction Verification Security Pin    
  
Transactions - Filter By Locations    
  
Transaction Broker and Member Action Notes    
  
Transaction In-Mail Message System    
  
Transaction Additional Requirements Details and Booking Form    
  
Transaction Progress Tracker and User Action Report    
  
View Shopping Cart Items    
  
Add Cash Values to Transactions    
   
Quick Add Bulk Transactions    
   
Member Auto Confirm Transactions Attendant    
   
Fee Plan - Combined Purchase & Sales Trade Threshold    
   
No Purchase and Sales Fees Threshold Limit    
   
Show Transactions Messaging Section    
   
Transaction Detail Reports    
   
Transaction Reputation Rating Feedback    
   
Auto Invoice All Transactions on Completion    
   
Transaction Authorization Expiry Notification    
   
Transactions - Filter By Offices    
   
Enable Percentage Trade    
   
Coupon/ Scrip Certificate Creation System    
   
Member Transaction Complaint Notification    
   
View Recurring Transaction    
   
Enable Fee On Annual Renew Transaction Interface     
   
27. Voucher/ Coupon/ Scrip Creation & Redemption System
Create Scrip Certificate on Cell Phone    
   
Redeem Mobile Cell Scrip Certificate    
   
Marketplace Certificate Creator    
   
Certificate Creator and Printer    
   
Coupon/ Scrip Certificate Redemption System    
   
Coupon/ Scrip Certificate QR Code Creator/ Reader    
   
Enable Edit Trade Percent for Scrip    
   
28. IPOS (Internet Point of Sale) Application
Enable IPOS Terminal    
   
Enable IPOS Trade Card Transactions    
   
Enable IPOS Transfer Funds by Name or A/c Number    
   
Enable IPOS Terminal to Redeem Certificates    
   
IPOS Pay Someone by Email or Mobile + Ambassador    
   
Enable IPOS Terminal Transaction History List    
   
Ipos Web Path    
  
29. Employee and Ambassador Commission Reports
Employee Commission Reporting    
  
Show Employees Commission    
  
Enable Commission for Line Manager    
   
Enable Commission for Area Manager    
   
Enable Commission for Member Ambassador    
   
Enable Commission for Partner Ambassador    
   
30. Member Start Menu Options
Enable Client Mega Apps Menu    
   
Enable Member Ecommerce Start Menu