Accessdata Corp, a full-service provider of Internet-based consulting and application hosting solutions for the financial services industry, announced an agreement today with Envision Financial Systems, Inc., creator of large-scale and sophisticated financial applications for processing mutual fund shareholder accounts.
Accessdata will host Envision's PowerAgent Shareholder Accounting Software as part of its ASP e-Solutions.
Thanks to this service,
clients can subscribe to PowerAgent on a monthly basis through
a secured
Internet connection for automated shareholder registration processing,
as well as transactions for
open-end fund purchases, redemptions, exchanges, and transfers
for no-load, load, multiple class,
money market, daily accrual, and periodic distribution funds.
``Now our customers can increase productivity through PowerAgent's Windows® based user interface that's intuitive, easy-to-learn, and minimizes data entry,'' stated James J. Dolan, President and CEO of Accessdata. Like other financial services software packages, PowerAgent will be hosted at the company's Customer Connectivity Centers where users can access it via daily electronic Web feeds that update fund information automatically.
Created for Mutual Fund Companies, Offshore Fund Companies, and Providers of Mutual Fund Wrap Accounts, PowerAgent helps companies improve customer service by providing instant access to all historical shareholder information including average cost. In addition, the software features an impressive list of standard and easily customized reports; multi-currency capabilities for funds, accounts, and transactions; asset allocation, integrated ACH services; IRAs easily administered with built-in IRS rules and tables; Fund/SERV and networking interface; support for Master Plan Accounting; multiple level 12b-1 support with dealer commission checks; and support for check writing.
Satnam Gambhir, Envision's President noted, ``We are very impressed with Accessdata's technical grasp of Web-based solutions, as well as its knowledge of the financial services industry. Offering PowerAgent as part of its ASP e-Solutions is the perfect fit for financial clients who want to focus on the thing they do best -- providing their customers with the up-to-date information they need to make informed investing decisions.''
``By offering PowerAgent as a service to Envision's clients -- including software, hardware, and full technical support -- everyone wins,'' said Chip Miller, Senior Vice President, Client Development and Management for AccessData. ``It slashes start-up time, reduces cost of ownership, and eliminates the hassles of managing technology.''
Accessdata Corp is
the only e-commerce company providing the financial services industry
with
consulting, implementation, and ASP services under one roof, giving
clients the freedom to manage their business, not technology.
With firsthand business experience, technology know-how, and a
proprietary Cognition(SM) methodology, Accessdata shortens time
to market and minimizes risk for clients, providing Web-based
e-Consulting and e-Solutions (ASP) services for investment management,
shareholder services, and sales force automation. The company
is headquartered in Pittsburgh with offices in Boston, Chicago,
and San Francisco. For more information, visit www.accessdc.com
or contact Chip Miller, Senior Vice President, Client Development
and Management at 412-201-1750, e-mail cmiller@accessdc.com.
Envision Financial Systems, Inc. creates large-scale and sophisticated financial applications that take advantage of the processing and database power now available on small platforms. Founded in 1994, the company was originally based in Newport Beach, California (located between Los Angeles and San Diego). In 1999, the company moved to larger quarters in Tustin, California. Its founders have over 30 years of experience in institutional and mutual fund asset management, derivative security valuation, trading systems, database, and client/server system design. For more information, visit www.enfs.com or call (714) 247-0030.
Contact:
ACCESSDATA Corp
Chip Miller, 412/201-1750
e-mail: cmiller@accessdc.com
www.accessdc.com
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