Software provides holistic wealth management solution.
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Press Release Summary:
With web-based architecture and role specific dashboards, WealthManager v4.0 features analytic tools, prospecting tools, and wealth team workflow capabilities. Along with SOA and data integration capabilities, software provides wealth managers and financial advisors deep views into all aspects of relationships with clients and their portfolios, and allows them to manage every step from client acquisition through to client review process.
Original Press Release:
Xeye Announces Release of WealthManager 4.0
NEW YORK, Nov. 16 -- Xeye, the leading provider of wealth management technology solutions to the financial services industry, announced the release of WealthManager 4.0 in Toronto, at Xeye's 2006 User Conference.
The release of WealthManager 4.0 will help Xeye extend its functional and technology advantages in the wealth management industry and help fuel Xeye's global growth strategy. WealthManager 4.0 includes many new features, including: Xeye's next generation web-based architecture, role specific dashboards, enhanced portfolio analytics, prospecting tools, wealth team workflow improvements, and a rich user experience in the browser. In addition, WealthManager 4.0 will extend Xeye's service oriented architecture and data integration capabilities, and further expand Xeye's lead as a proven enterprise partner.
Release 4.0 offers wealth managers and financial advisors the ability to enhance their productivity and achieve rapid ROI with their WealthManager deployments. Building on WealthManager's unmatched ability to provide deep views into all aspects of relationships with clients and their portfolios, Release 4.0 introduces a uniquely powerful user interface that makes the system's market-leading features faster and easier to use than ever before. Xeye's platform is highly scalable and configurable, providing high levels of operational control while at the same time affording a great degree of customization to individual users and business lines.
"We are extremely excited about the launch WealthManager 4.0," said Craig O'Neill, CEO of Xeye. "Initial feedback from our clients and industry experts has been very positive. We've done some really innovative things to make even the most sophisticated features of WealthManager quick and easy to use. As a result, Release 4.0 makes WealthManager an even more powerful tool for advisors and wealth managers. A good deal of the new functionality that we're delivering was requested by our customers and we are pleased to be able to fulfill their needs with the release of WealthManager 4.0."
"The WealthManager 4.0 rollout is exciting in a number of ways," said John Fennelly, Managing Director of US Operations for Xeye. "The market is clearly looking for holistic solutions that are easy to use and provide a great degree of functionality as well as flexibility. Release 4.0 will deliver a full suite of features that mirrors the entire wealth management spectrum, from client acquisition all the way through the client review process, and will allow Xeye's clients to grow their business while gaining enhanced client service capabilities."
For more information on WealthManager and Xeye, please go to www.xeye.com or call 888-751-9393.
About Xeye
Founded in 1993, Xeye supplies advanced technology solutions to the wealth management industry. Xeye's WealthManager provides 360 degree views of all client information, advanced portfolio management tools, proposal generation, portfolio modeling, client reporting, team based workflow, and continuous client review capabilities. Xeye's services oriented architecture provides for seamless data integration. www.xeye.com
About the WealthManager(TM) Platform
Xeye offers a comprehensive set of wealth management solutions that are designed to enhance all facets of the wealth management process. Our product suite is proven, highly scalable, and provides the technology that allows firms to increase their client service capabilities, reduce costs, and generate additional revenue. Xeye's relationship-centric data hub captures all the pertinent information about your contacts and clients, helps define a client's goals, generates and tracks investment proposals, calculates performance, manages portfolios, monitors compliance, and automatically produces elegant customized reports. WealthManager is available as both an in house and ASP solution.
CONTACT INFORMATION:
Lara De Vido
VP Marketing
Xeye
212-869-3034
ldevido@xeye.com
Source: Xeye
Web site: www.xeye.com/
