Plante and Moran Financial Advisors is live on InvestPro Trade (Trade) from Lync.NET, a New York-based investment management technology provider.
Trade was designed to help investment professionals identify tax-efficient trading opportunities and automate complex relationship-investment policy management. It provides "what if" analysis and modeling to show proposed trade effects on asset allocation and restrictions, enabling investment professionals to pinpoint trading opportunities and simplify tax-lot gain harvesting. Designed with a Web-based front end and SQL back end, Trade also enables investment professionals to achieve straight-through processing while reducing operating costs.
"Client service, trading compliance, and operational efficiency are high priorities at Plante and Moran Financial Advisors," said Art Albin, partner at Plante and Moran Financial Advisors, in the press release. "Trade enforces compliance with its security restrictions capabilities, which can be applied at the firmwide, relationship and/or portfolio level. Far less time is required by senior staff to approve trades because compliance tools are built into Lync's Trade."
iLumin Launches Assentor Mailbox Manager for Notes
iLumin Software Services, a Reston, Virginia-based e-mail-management software provider, has released Assentor Mailbox Manager for Notes (AMMNotes).
AMMNotes was designed to help companies manage the size and performance of their e-mail servers through retention-policy-management capabilities, while granting end users access to valuable information stored in the e-mail archive. The solution can enforce multiple message archive rules based on age, size, attachment type and folder. It also leverages Lotus Domino's quota-definition capabilities to archive automatically e-mail to meet individual mailbox quota assignments without user action. This eliminates the need for users to archive items in their in-boxes manually. Users can archive messages selectively, in addition to those automated by companywide archiving policies. This policy management can be applied at the group, individual and even Lotus Notes hierarchy levels. AMMNotes supports versions 5.x and 6.x of the Domino Server software and requires no desktop installation.
Asigra Partners with EMC for Disaster Backup and Recovery
Asigra, a Toronto, Canada-based provider of data backup and restore services, has joined the EMC NAS Partner Program. EMC is a Hopkinton, Mass-based information-storage and management company. This partnership now will provide EMC network attached storage (NAS) customers with the ability to perform agentless multisite back up and recovery using Asigra's Televaulting software. This software allows enterprises to protect mission-critical information across all their geographically dispersed "data islands," whether those islands reside on servers, desktops or laptops.
"We believe that becoming an EMC NAS partner will have positive implications for customers looking to install a joint multisite data backup and recovery solution without the pain points and bottlenecks that many heterogeneous installations can create," said Eran Farajun, Asigra executive vice president, in the press release.