Wealth Management Technologies, LLC Launches in Park City, UT
Wealth Management Technologies, LLC is a new technology company with its sole focus on client reporting, billing and client web access for Wealth and Institutional Asset Management firms.
Park City, UT, April 14, 2010 --(PR.com)-- Chris Casey, Founder & CEO of Lync.NET, the firm that invented client report packaging and secure web delivery technologies for Wealth and Asset Managers launched a new venture today: Wealth Management Technologies LLC ("WealthTechs"). WealthTechs focuses solely on client reporting, billing and client web access via its flagship product ClearView. WealthTechs launched today after the announcement on March 15, 2010 of the purchase of Lync.NET by Satuit Technologies Inc.
Comments From WealthTechs' CEO Chris Casey
"We created the WealthTechs organization to build a product to satisfy the growing demand for an inexpensive, yet powerful client reporting, billing and real time client web access system for Wealth & Institutional Asset Managers. Our ClearView system is the only market solution that covers these three mission critical business needs. Currently, ClearView is in alpha testing with 3 well known Wealth Management Firms and beta testing should be completed at these 3 firms by July 2010," said Chris Casey, Founder & CEO of WealthTechs.
Comments From WealthTechs' Client, Linda Hetherwick Of Avalon Advisors
Linda said, "It is very important to us to give our clients instant and user friendly access to their account information with real time pricing and we have found that in the new ClearView product. The fact that the product will also allow us to instantly customize reports to meet individual client needs, without investing the money and time for custom programming, made ClearView an easy choice when it came to selecting a solution to help us take our client reporting to a new level of excellence." Additionally, Linda said, "The price tag associated with ClearView is extremely competitive and in addition, we will save substantially by not having to pay for the design of custom reports at every turn."
Comments From WealthTechs' VP Of Sales & Marketing, Maria Curran
"ClearView is a dynamic centralized client reporting system that incorporates cutting edge technology into a user friendly system. ClearView has the ability to instantly generate sophisticated customized reports, automate complex billing processes with a flexible invoice report builder, and give clients real time web access, all at a fraction of the cost of other solutions. Implementation of the ClearView solution will dramatically reduce overhead expenses, increase revenues and improve client satisfaction, thus improving the firm's overall profitability." Maria also added, "We are marketing the ClearView solution to a select group of asset managers and plan to have approximately 5 firms operating ClearView by the end of 2010. We are keenly focused on providing top notch client service to help streamline back office workflow."
WealthTechs Company Profile
Founded in 2010, Wealth Management Technologies LLC, ("WealthTechs") provides revolutionary client reporting, billing and real time client web access via the ClearView Product. For more information on WealthTechs or ClearView, please contact Maria Curran, VP of Sales & Marketing at: 617-765-0570, maria@wealthtechs.com.
###
Comments From WealthTechs' CEO Chris Casey
"We created the WealthTechs organization to build a product to satisfy the growing demand for an inexpensive, yet powerful client reporting, billing and real time client web access system for Wealth & Institutional Asset Managers. Our ClearView system is the only market solution that covers these three mission critical business needs. Currently, ClearView is in alpha testing with 3 well known Wealth Management Firms and beta testing should be completed at these 3 firms by July 2010," said Chris Casey, Founder & CEO of WealthTechs.
Comments From WealthTechs' Client, Linda Hetherwick Of Avalon Advisors
Linda said, "It is very important to us to give our clients instant and user friendly access to their account information with real time pricing and we have found that in the new ClearView product. The fact that the product will also allow us to instantly customize reports to meet individual client needs, without investing the money and time for custom programming, made ClearView an easy choice when it came to selecting a solution to help us take our client reporting to a new level of excellence." Additionally, Linda said, "The price tag associated with ClearView is extremely competitive and in addition, we will save substantially by not having to pay for the design of custom reports at every turn."
Comments From WealthTechs' VP Of Sales & Marketing, Maria Curran
"ClearView is a dynamic centralized client reporting system that incorporates cutting edge technology into a user friendly system. ClearView has the ability to instantly generate sophisticated customized reports, automate complex billing processes with a flexible invoice report builder, and give clients real time web access, all at a fraction of the cost of other solutions. Implementation of the ClearView solution will dramatically reduce overhead expenses, increase revenues and improve client satisfaction, thus improving the firm's overall profitability." Maria also added, "We are marketing the ClearView solution to a select group of asset managers and plan to have approximately 5 firms operating ClearView by the end of 2010. We are keenly focused on providing top notch client service to help streamline back office workflow."
WealthTechs Company Profile
Founded in 2010, Wealth Management Technologies LLC, ("WealthTechs") provides revolutionary client reporting, billing and real time client web access via the ClearView Product. For more information on WealthTechs or ClearView, please contact Maria Curran, VP of Sales & Marketing at: 617-765-0570, maria@wealthtechs.com.
###
Contact
Wealth Management Technologies, LLC
Maria Curran
617-765-0570
www.wealthtechs.com
Maria Curran
617-765-0570
www.wealthtechs.com
Contact
Categories