for Institutional Investors and Private Clients
DeskNet Inc., a leading provider of enterprise customer communications software, today announced the release of ContentWelderTM 6, the most advanced software platform available for automating the production of high-quality, custom investment management reports for institutional investors and private clients.
ContentWelder 6 is engineered to meet the needs of investment management firms that are searching for solutions to handle the rapidly increasing demand for customized client reports. ContentWelder 6 has been proven to speed user adoption with its unique component-based workflow and user dashboard; advanced multi-channel delivery; enhanced charting capabilities; and seamless integration with MicrosoftÂ® applications. It enables firms to provide outstanding customer service to institutional and private clients through timely, accurate, and high-quality custom client reports.
â¢ Superior production flexibility with a component-based workflow. ContentWelder 6's enhanced component-based workflow gives managers the ability to dynamically compose complex investment performance reports tailored to the individual investor's needs. Components - reusable selections of content, data and graphic elements that form the building blocks of client reports - are managed through a configurable workflow that allows users to easily collaborate and contribute to reports. Because components are reusable for multiple reports and communications, firms have greater flexibility, efficiency and scalability in creating the largest variety of customized reports and investment documents - allowing them to respond to client needs while preserving profit margins.
â¢ User dashboard streamlines collaboration, maximizes ease of use. ContentWelder 6 includes a configurable, browser-based user dashboard, enabling all contributors to instantly view their priorities and tasks for any time period - monthly, quarterly or on-demand. The dashboard allows users to easily log-in, set client requirements, view status, edit and approve new commentary; as well as preview reports and communications in preparation for distribution.
â¢ Enhanced multi-channel delivery. ContentWelder 6 responds to the increased market demand for integrated online distribution. This newest version of ContentWelder makes it easier than ever to deliver client-specific websites and personalized emails, with a new composition engine that is engineered to generate standalone web pages or entire sites automatically. These microsites can be produced and updated individually or universally, on-demand or by batch request. ContentWelder 6 also provides a more robust plug-in capable of generating complex multimedia emails.
â¢ Integration with Microsoft OfficeÂ®. ContentWelder 6 puts business users in control of client reporting. The improved seamless use of standard Microsoft Office applications now offers more user interface options within the client reporting workflow. All areas of the investment management firm - including portfolio management, client service, fund management, legal, sales and data management - can easily contribute to client reports using familiar, everyday desktop tools.
â¢ Highly sophisticated charting out of the box. ContentWelder has long been recognized for producing the highest-quality financial documents and communications in the industry. ContentWelder 6 brings a new level of speed and efficiency to creating client-specific, charts, tables and graphics on demand. These advanced capabilities further streamline the production of custom client reports.
With support for over 20 languages, ContentWelder 6 is designed for global investment management firms. Companies can protect their brand by standardizing on ContentWelder as a worldwide platform for customer communications, with the full assurance that they will be represented accurately in local markets.
"Client reporting departments today are overwhelmed by the demands for complex, sophisticated custom reports on an increasing number of financial products for an expanding client base," said Brian Fitzsimons, DeskNet Inc. Co-CEO. "ContentWelder 6 directly addresses these needs, allowing investment management firms to deliver the highest levels of customer service to institutional investors and private clients on a global basis."