Diversified Investment Advisors selects statement solution.
Diversified Investment Advisors, an investment-advisory firm specializing in retirement plans, has selected the Dialogue software solution from Exstream Software. The Lexington, Ky.-based vendor's software will enable the firm to create customized retirement statements for individual clients. Dialogue will create retirement statements with personalized messaging and variable charts and logos. While the firm previously had to mail pertinent retirement information as letters or inserts, the information will now be available in the white space around the transaction details in the retirement statement. In addition, the software offers Diversified the ability to generate more than one million personalized statements each quarter to meet regulatory requirements. Diversified plans to eventually use the software for online statement delivery.
Interface offers new CRM modules.
Interface Software has released three optional, market-specific add-on modules for its InterAction customer-relationship-management software product. InterAction Matters consolidates relevant information and combines it with previously captured relationship intelligence. In addition, the module offers distribution list management and maintenance. InterAction Opportunities manages new opportunities and deals using customized sales stages to predict future revenues. It tracks referrals or acquisition candidates and estimates revenues and deal potentials. Finally, InterAction Engagements connects information about past and present engagements or deals with people, companies and associated relationships.
The three modules are available for purchase separately.
FNX launches hedge-fund tool.
FNX Limited, a New York City-based technology provider, has launched a fully managed ASP solution for the buy side. Aspen Hedge offers deal capture, P&L, analytics, risk-management tools, interfacing and a security master. The solution supports a range of products traded by hedge funds, including foreign exchange, equities, exotic options, fixed income and derivatives.
In addition, the solution is accessed via the Internet. Network access is controlled by firewalls and digital certificates, and authorization is managed using a layered security model.