New Products

XCM 8.0 maps workfow to standardize process and expands roles to give firms flexbility in assigning work according to their internal structure and processes. There is also an expanded bulk update capability so that users can more easily add information simulataneously to multiple tasks.

Version 9 of Imagine Time’s Practice Management Solutions incorporates a Document Management system module, whose setup wizard guides users through selections in order to customize folders. An integrated utility can scan tax records and save them to a specific folder or folders. Folders files can be dragged and dropped into client folders and keywords can be assigned at the same time for later retrieval.

Morningstar Newsletter Builder utilizes a drag-and-drop interface via which advisors can design customized newsletters for clients. Content is drawn from an online library of FINRA-reviewed Morningstar articles and charts, which are searchable by topic and keyword and which can be integrated with content from advisors.

GruntWorx Gather, a data retrieval application, provides secure electronic transfer of tax data from the client to the tax practitioner. It offers a portal-like Web interface that clients can utilize to connect with financial institutions and brokerage houses.