Accent Technologies, Proposal Software and eVestment Alliance Announce Integrated Set of Solutions to the Financial Services Industry at New York City’s PAICR Conference The three best-in-class solutions for proposal management software (PMAPS), consultant database updating technology (eASE Exchange) and presentation / pitchbook management (Accent Librarian™) can now be combined through common data-sharing interface to deliver the most comprehensive suite of tools for the financial industry. September 14th, 2006 Melbourne, FL – Three companies with best-in-class solutions for different critical processes faced by financial services firms announce that they have established common interfaces for their products that allows sharing of data, thereby creating a powerful, integrated suite of solutions that covers activities from database updating, through proposal creation and management, to digital document management and presentation/pitchbook generation. The three-company data sharing technology partnership involves Accent Technologies, Inc. (Accent Librarian™ is the leading presentation and pitchbook management solution); Proposal Software, Inc. (Proposal Management and Production System, Financial Edition v2006 or PMAPS® 2006, is the leading proposal management solution); and eVestment Alliance (eASE Exchange, is the leading tool used to update consultant databases). “Institutional asset management firms often need to synchronize data across various tools in order to be efficient and accurate in the completion of complicated activities involved in the marketing and selling of investment management related services,“ said Pete McChrystal, CEO of Accent Technologies. “These activities include populating and updating complicated consultant databases on a frequent basis; responding to lengthy and complex Request for Information (RFI) and Request for Proposal (RFP) new business opportunities; along with consistent and compliant presentation and pitchbook creation. Our three products are recognized by leading firms as the best-in-class for each major area. Through the data sharing and synchronization capability we announce today, firms can select the best product for each category, but also be confident that they can leverage even greater efficiencies and value because of this software integration collaboration.” “The ramifications of this for the asset manager are enormous,” said John Laurino, CEO of Proposal Software, Inc. “Besides being a major time saver, the integration of these three platforms insures quality control. It also has huge value to compliance officers who monitor and must approve any kind of information or data reported by financial firms. We continually focus on improving the productivity of our clients. Synchronizing PMAPS® with eASE Exchange and Accent Librarian is a major step forward in increasing the value of all three of these important platforms to financial services organizations.” The data sharing arrangement means that companies using eASE Exchange can pull data from investment managers’ quarterly reports and use the tool to automatically generate updates to consultant’s database templates, while automatically updating the PMAPS® indexed proposal database. Likewise, PowerPoint and other content files can be linked to PMAPS® Word documents and be automatically updated each time eASE refreshes data. The eASE Exchange tool is also used to “autosend” data to consultant data bases. PMAPS® uses data to build consultant RFI & RFP responses. Accent Librarian uses updated content to build client-facing materials such as presentations and pitchbooks. The combination of these three industry-leading tools amounts to a complete “Best Practices” workflow for all sales and marketing materials assembled or presented to support asset management firms, whether institutional or retail, along with the product distributors who sell through them. About Proposal Management Software (PMAPS®) About the eASE Exchange Consultant Updating Tool About Accent Librarian About Accent Technologies About Proposal Software About eVestment Alliance Contacts ### |
