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INFOVISA RELEASES NEW PRODUCT FOR PORTFOLIO MANAGEMENT
January 9, 2009
Cornelius, NC INFOVISA announces the release of a new product - MAUI Investment Manager - which was built in response to clients request for a robust, integrated portfolio management system. This product has been developed to meet today's complex needs of the portfolio manager. INFOVISA recognized that administering the investments within wealth management accounts continues to become more difficult and that managers needed a more accurate and efficient means of diversifying a portfolio.
MAUI Investment manager is a top to bottom new product. INFOVISA spent a year of client interviews, product specification, and development to ensure that the requirements of the end-user would be met. This product is entirely integrated within the MAUI database and code structure. This integration means that transfers of data between systems and companies is not necessary. Additionally, the integration of MAUI Investment Manager with the MAUI trust accounting system means the true real-time processing can be leveraged across both of the systems.
Similar to the MAUI application, all of the trading is done in real time furthering the efficiencies that investment professionals demand. Clients of INFOVISA will no longer have to rely on spreadsheets or third-party applications to determine the necessary trades for accounts under management. Coupled with INFOIVSA's existing integrated electronic trading options users can complete the entire trading process through the MAUI application. MAUI Investment Manager also includes a comprehensive exception reporting piece that will provide immediate information to investment professionals regarding the status of their accounts.
"Today's wealth management market requires more robust modeling than what had been needed in the past; that is the primary reason we undertook this investment in our product offering," said Mike Dinges, President of Infovisa. "Most of the products available today come at the expense of integration, efficiency and the availability of robust data. MAUI Investment Manager addresses all of those weaknesses and provides a solid foundation for future enhancements and functionality" Dinges went on to say.
INFOVISA is a privately held software development & services company dedicated to serving the needs of the Trust and Wealth Management industry. By utilizing their Innovation by Design™ approach they are able to offer innovative solutions to asset management and investment professionals. Organizations that deploy the MAUI™ suite of premier products and services are able to significantly streamline their operations, further customer relationships, and reduce overall costs. Since introducing MAUI in 1997, INFOVISA continues to expand and much of its success can be attributed to their dedication of software development and aggressively expanding their product offering. The national headquarters for INFOVISA is in Cornelius, North Carolina with offices in Denver, Colorado and Lincoln, Nebraska.
For more information, please contact Mike Dinges at (704) 892-3270.