IDAX is designed by industry experts with hands on
experience in managing IDA programs. As such, certain capabilities
are uniquely designed to address circumstances that are not generally
possible in other systems, they include client orientation,
comprehensive training, scheduling and tracking.
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Multi Grant
Manage multiple grants from the same or different sources.
Tracking
Track and collect data for activities related to funds drawn, reserve funds, participant data, savings activity, match distribution and participant training.
Visual Setup
Network and single agency projects can define programmatic details of every IDA grant they manage.
Asset Purchase Checklist
Verify if a participant has met all program requirements before processing a match request. In handling asset purchases, the system allows for canceling records of previous match requests and updates all records and even reports according to changes made to asset purchases and match distribution.
Leave Of Absence
Participants can take time off from saving.
Monitoring
Monitor account withdrawals that are not authorized by program staff; or track emergency withdrawals.
AFI Annual Reports
Generating AFI annual reports with only a few clicks. IDAX checks the consistency of data, identifies cases that include missing information and creates reports based on existing templates.
ORR IDA Data Reports
ORR IDA data reports allows ORR IDA grantees to generate their quarterly reports in a just a few seconds.