Lync.NET Announces Seamless Integration of PackMan 2009(R) with Advent Portfolio Exchange(R) (APX)

Lync.NET, a leading provider of content preparation and client distribution technology, announced today that PackMan 2009 is seamlessly integrated with Advent’s new portfolio management system APX. PackMan 2009 users report that modifications necessary to integrate with Advent APX are easy and take just minutes to do.

“When we upgraded to Advent APX, it was important for us to continue using PackMan because we appreciate the easy interface with our systems,” said Don Rives, Compliance Officer and IT Manager for Franklin Street Partners. “In the current market environment, some clients want to review their accounts daily. PackMan and WebReps allow us to process nearly 700 daily reports and have them posted for client access by 1 or 2 p.m. the same day. This has improved overall customer satisfaction and reduced the number of phone calls from clients who want updated information.”

PackMan 2009 contains more features than any other content preparation software available in the marketplace today. PackMan 2009 can source information from portfolio management systems, CRM systems, Microsoft Office documents and general ledger accounting systems. Additionally, with the new groundbreaking Global Document SearchTM module, PackMan will search folders and pull information for criteria you specify or holdings of the account.

“We first introduced PackMan in 2000, and since then we have been constantly improving its integration with leading systems based on client feedback and changes within the financial industry,” said Chris Casey, President and CEO of Lync.NET. “Our customers come to us for best-in-class content management solutions.”

PackMan 2009 completely automates the process of producing and distributing client and third party content packages such as quarterly statements or daily reports, thereby allowing financial services firms to produce and distribute any content package at the touch of a button for any number of recipients. Set up content packages once, and PackMan 2009 automates the production and distribution saving companies endless staff hours of tedious work. And companies can further save on paper and mailing costs by delivering packages to customers using WebReps 2009TM.

WebReps 2009TM is a secure, web-based client & third party content distribution solution offered by Lync.NET that is completely integrated with PackMan 2009. Once the content package is completed in PackMan, the click of a button will deliver it to the secure WebReps server for immediate access. WebReps 2009 is a software service with no additional hardware or programming needed to implement. Additionally, financial service firms can easily integrate WebReps into their existing web site and modify the appearance match their corporate branding. WebReps is seamless, secure and easy to use for both the administrator and clients.

“Today we have over 160 clients managing over a quarter trillion dollars and nearly a 100 percent renewal rate for PackMan, a true testament to the benefits of our software and customer service,” said Casey.

In addition to PackMan 2009 and WebReps, Lync.NET offers other technology and service solutions for financial services firms in wealth, asset, hedge fund, and family office management to effectively and efficiently run their business. Implementing content packaging and client distribution software, such as PackMan 2009, can save both time and money for investment firms. This allows financial services firms to spend more time with clients, garnering new business while reducing overhead expenses.

Lync.NET, a leading financial services technology firm, is privately held and based in Salt Lake City, Utah. Since 1996, Lync.NET has provided automated content management technology solutions for over 160 financial services firms managing in excess of $250 billion. For more information, visit www.Lync.NET.
Contacts

Lync.NET, Salt Lake City
Chris Casey, President and CEO
801-733-0945
Chris {at} lync(.)NET
Jennifer Hurst, Marketing
801-560-9608
Jennifer {at} lync(.)NET