Technology Consulting

Partnervest technology focuses on the Independent Financial Planner, Registered Investment Advisor, and Broker Dealer segment of the financial services industry. Our technology provides "integration middleware" and "e-brokerage" platforms that enable financial institutions to provide world-class electronic brokerage services to its customers and business partners. Partnervest utilizes leading edge Internet technology combined with sophisticated financial markets software to meet the needs of our clients. In addition to all the technology consulting services listed on this page, Partnervest also specializes in implementing Web-Based Portfolio Management solutions.

Web-based eBusiness Solutions
At Partnervest we believe in the utilizing the Internet to ease access to your systems and data. A Web based model doesn't require you to distribute and install software, thus eliminating the cost of distributing software and minimizing support costs. Architecting a Web based system allows you and your customers to access systems applications and information from any location. Partnervest understands that not all information is for everyone and will design and implement website security and administration to allow you to control access to information.


Bulk Electronic Forms Processing
Bulk Forms Processing will take client data exports and allow you to dynamically map the data to the custodian specific forms you select. The Bulk Forms Processing engine allows you to run this process for multiple customers and forms at once, allowing you to create multiple forms complete with customer data in one easy process. You will then be able to review and print selected or all forms at once in Adobe Acrobat. The Forms Processor will include edit checks to insure accurate data input, and will identify what additional data is required to complete the requested forms. You can also add a common data element to multiple customers/forms in just one step. The application includes modules that allow you to export existing data and import additional data for the same group of forms to help you gather required customer information. Additionally the system will provide form status and status reports.


Relational Database Tools for Custodial Data
At Partnervest we firmly believe that you own your customer and therefore the customer data. By controlling and understanding the data, we believe you can better serve your customer. Partnervest understands custodial data and transforms the proprietary customer data from your custodian into a valuable database of information. From that database Partnervest can design applications and reports to suit your needs, from building trading and rebalancing tools to viewing customer information and portfolio reporting.


Custom Software Solutions
Partnervest specializes in integrating your existing systems with other tools you need to run your business. Partnervest is ready to assist you in identifying new technology to tie in with existing systems, or integrating your existing systems in order to make them easier to use. Partnervest is uniquely positioned to enhance and simplify your systems because we have done it before for other financial institutions. We understand how financial transactions work, what they mean, and how they affect the bottom line.


Business Process Consulting
Partnervest consultants are experienced in front and back office processes of Financial Institutions. Partnervest has worked with Clearing Firms, Full Service Broker/Dealers, Discount Broker/Dealers, and Independent Financial Planners, and understands the different work processes, requirements, and interaction. Partnervest consultants are available to help make your business more efficient by eliminating process inefficiencies and using technology to make the process more efficient. Don't throw bodies at problems, let Partnervest help you improve your business and get the most bang for your buck.


Buy vs. Build Decisions
Partnervest can assist you in finding and assessing technology to support your business. Sometimes it's better to buy an existing software solution, and sometimes it's better to build a solution that suits your specific needs. Some of the keys to investing in technology solutions are understanding the underlying technology, determining if it is a fit for your business, licensing, and ROI. Partnervest can perform a Buy vs. Build analysis based on your requirements, and recommend the most cost-effective solution to fit your needs.

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Wed Mar 10 15:42:25 PDT 2010.    Copyright © 2001-2010 Partnervest ® Financial Group LLC.    Website Comments/Questions