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PEO 4.0 Released!


07/01/10

PEO 4.0 Released!

 

A major release featuring user defined content management..

PEO 4.0 has been released! This exciting release offers a new, graphical user interface that includes powerful ‘drag and drop’ content ability for application users. The best way to describe the release is 'An Alternative Asset Content Management System'.  Views can be created by an administrator to authorized groups, whilst the user has complete control over their content.  Flexible contact views, asset snapshots, and investor snapshots can be easily assembled with drag and drop ease. The 4.0 release continues to utilize the superb, proven middle tier and back end of the Objective Assets platform.

Streamlined Investor Correspondence

The 4.0 release also includes improvements to investor communications including one touch automated generation to WebLP.  Using this engine, a PDF is automatically generated for designated roles for capital calls and distribution notices then synched on demand to WebLP.  This enhancement makes it easier than ever before to generate, validate and email PDF correspondence and/or publish to WebLP.  In WebLP, capital call and distribution notices are instantly available for access by limited partners combined with full logging to document the receipt of the correspondence by the Investor.

Other Goodies...

A new 'Google Style' full text search also comes online and brings up hits from contact details, notes, and attached documents.  Notes have been substantially improved and include fast access to note content as well as an integrated spell checker.

For additional information email khogan@analytx.com or ring one of our office locations.