GaleForce Solutions News for August 2009
August 15, 2009 - GaleForce CRM Integrates with Via Binary Open Portfolio Warehouse
GaleForce CRM for Financial Services announces that it now integrates with Open Portfolio Warehouse, a leading data warehouse solution, created by Via Binary (www.viabinary.com). This joint solution allows investment management companies to provide their customer service representatives, advisors and other internal personnel with quicker, easier access to client portfolio data, directly from the CRM.
Via Binary's Open Portfolio Warehouse organizes complex data from the Advent Axys® portfolio management system into a centralized, open SQL Server database. All data changes made in Axys are synchronized in Open Portfolio Warehouse. Without costly and time-consuming customizations, investment management firms can query and create reports on their valuable client portfolio data.
The integration of Open Portfolio Warehouse and GaleForce CRM provides investment management firms with fully seamless, real-time access to client portfolio data. Kirk Herrington, GaleForce's CTO, said: "To optimize client engagements, it is very important for advisors to have easy access to portfolio data, without leaving the CRM. The integration of Via Binary's system with Galeforce CRM makes this possible."
July 13, 2009 - GaleForce CRM 4 Certified for Microsoft Dynamics
GaleForce Solutions, a Microsoft Gold Certified Partner, announces that GaleForce CRM for Financial Services has been formally certified for Microsoft Dynamics CRM 4.0, meeting their highest standard for partner-developed software solutions. After rigorous, independent testing, GaleForce CRM demonstrated high development quality and full compatibility with Dynamics CRM 4.0.
Kirk Herrington, GaleForce's CTO, said: "We are very proud to have GaleForce CRM fully certified for Dynamics CRM 4.0. Microsoft's certification standards are extremely high and this award validates our commitment to developing the highest quality add-ins for Dynamics CRM. We are dedicated to providing financial services organizations with solutions that help them offer their clients the best service possible."
May 25, 2009 - GaleForce CRM Integrates with Charles Schwab Portfolio Center
GaleForce CRM for Financial Services announces that it now integrates with Charles Schwab Portfolio Center (www.schwabpt.com/products/portfoliocenter), a leading portfolio management and reporting solution for investment management firms. This integration empowers companies to access critical client portfolio data directly from their CRM systems.
Kirk Herrington, GaleForce's CTO, said: "We're very excited to have integrated GaleForce CRM with a portfolio management system as significant as Charles Schwab Portfolio Center. This integration gives client advisors and representatives easy, efficient access to their clients' valuable portfolio data, straight from the CRM – a system they are already using continually, throughout the day."
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Barry Chapman
IT Manager
Hanson McClain
"GaleForce CRM closely matched the way we did business, plus gave us the flexibility to easily customize the solution for integration to front and back office systems, and more."