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.
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.
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.
The Product Steering User Group meetings in Orlando Florida were a huge success with comprehensive presentations on AnalytX product strategy and robust interaction between software users from various segments of private equity. Per Marla Blake, Manager, Web Product Support: "We learned so much. The intellectual capital in the room from our users was amazing!"
AnalytX signs on Parthenon Capital in Boston/San Francisco, Keyhaven in London, and a significant corporate venture firm in Zurich. Six new clients sign onto WebLP out of the San Francisco office bringing the total number of WebLP online users to over 20,000 limited partners.
Objective Outlook, an exciting, new Outlook plug-in for alternative asset front offices, has been deployed to early adopters. The plug-in provides seamless integration between contacts, appointments and emails between Objective Assets (including PEO) and Microsoft Outlook.
On the internal staffing side, AnalytX welcomes five new hires, including three new application developers and two DBA/report writers. The technology development team is full speed ahead for new product releases in the late spring.
AnalytX now fully integrates with Microsoft Dynamics GP accounting system. Integration between Objective Assets (OA) and Microsoft Dynamics GP results in the best of both worlds: (1) OA, the ultimate alternative assets operational repository and accounting system along with (2) the best of breed, stand alone accounting system. The OA general ledger robustly integrates with Dynamics, providing a high end accounting solution for middle to large private equity funds, family offices and fund of funds. OA internal chart of accounts can be synchronized with Dynamics, providing a copy of the chart of account structure in OA. Creation of GL entries in OA are synchronized with Dynamics upon batch posting; then making the features available, including accounts receivable, accounts payable/disbursements, bank reconciliation, and full reporting.
Per Larissa LaPorte, Client Representative out of the Florida office: "Working on this project with one of our prominent family office clients has been a gratifying experience. From an accountant's standpoint, integrating with Dynamics is a powerful combination. Because our Objective Assets platform has full transaction granularity and is already associated with assets, funds, or investors; the GL entries on the Dynamics side is tremendously simplified."
AnalytX announces successful user group meetings in California with over 40 venture capital clients attending sessions in Palo Alto. Seven new hires join the AnalytX team including two developers, two report writers, two implementation associates and one new marketing associate. IOCapture releases as a version 1.0. Objective Assets 4.0 (PEO), which includes a radically improved graphical user interface (GUI), begins alpha testing the second week of November and is slated for an end of the year release.
AnalytX signs Investinor AS out of Trondheim Norway, which is the 15th client out of Norway on the Private Equity Office platform. August Capital in Menlo Park CA signs onto WebLP bringing the total number of WebLP online limited partners to over 16,000.
4 new hires, 2 programmers, a marketing assistant and a designer which brings the design staff team to 4. Designers garnished inspiration at the Biennale Art Festival in Venice earlier this month in preparation for an intense summer focus on graphical user interface paradigms for all AnalytX products.
IOCapture goes into pre-release testing with an official release date coming later this year. IOCapture is the first in a series of Web 2.0 applications to be released by AnalytX in 2009. The product bridges the gap for providing real time information on private investments directly from the investment companies. IOCapture brings immediacy and timeliness to the monitoring and management of prospective and active alternative investments.
For additional information, please contact info@analytx.com or ring us on one of our office locations. You can also register online for a product demonstration