LYNC,NET Announces ClearView Customized Client Reports

Sept. 18, 2009 - PRLog -- Lync.NET, the leading provider of content preparation and client distribution technology, offers design and development of ClearView Reports. ClearView allows wealth managers to communicate pertinent information to investors, including portfolio returns, allocations, long-term goals and industry analytics, all in one consolidated statement with a professional appearance.

Through ClearView Customized Client Reports, Lync experts work with wealth managers to define easy-to-read graphical reports that reinforce the style each firm has worked so hard to create. Then Lync develops custom graphical reports that consolidate data from multiple sources such as legacy systems, charts and graphs from spreadsheets, or accounting systems.  The reports are easily integrated into PackMan so they will be included in period-end report packages.  .Investors receive clear, concise reports that assist in making informed decisions about market and investment trends.

With over 160 customers and a 97% customer satisfaction rate, Lync has perfected its approach to delivering projects on-time, on-budget and with no surprises. Lync’a approach is based on a fixed price model so that customers can accurately budget and ensure project success. The process is based on leveraging the customer team’s vision combined with Lync industry experience, project management and technology skills to deliver cost-effective quality reports.  Our methodology is segmented into four phases: Scope, Design, Development and Rollout.  Lync.NET ensures customer satisfaction through a process that ensures predictable, repeatable and quality results.

“To revamp our period-end client's reports, we looked at many options.  We chose Lync because of the expertise and the power of PackMan and the ClearView services.  Lync designed and implemented a solution that exceeded our expectations in quality service and cost.  I believe we now have one of the best and easiest-to-produce reporting packages in the industry: “  Eric Godes,  Managing Director, Kobren Insight Management.

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Lync.NET, a privately owned company based in Salt Lake City, provides Business Process Automation for wealth management and institutional asset management firms. Lync.NET’s flagship product is PackMan™, a software solution that creates comprehensive PDF report packages from applications such as Portfolio Management systems, CRM solutions and MS Office. Lync.NET works with firms to streamline procedures in reporting, web delivery, system integration and back office automation.
PackMan is currently in use by more than 160 leading wealth management firms.
Additional Lync.NET products include LyncWeb™ pricing tool, Electric Eye™ a change tracking application for Advent Axys, and ISOX™ solution for custodian trade allocation and settlement instruction automation. The WebReps™ system allows advisers to easily and securely provide end user access to financial reports. SecurePDF password-protects sensitive information for email transmission.