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North American Software to Integrate Navigator's Compliance Solution
10/12/2000
Norwell, MA Thursday, Oct. 12 (For Immediate Release) - Navigator Consulting
Group, Inc. & North American Software, Inc. jointly announced an agreement to provide the first fully integrated, Internet-based marketing, portfolio management & compliance monitoring systems for Broker/Dealers, Investment Advisory Firms, & other Financial Services organizations. These systems can be deployed either in-house or through Navigator’s ASP Service Web-site, thus offering an unprecedented leap forward in ease of deployment & maintenance for firms plus total mobility for Financial Services Industry professionals.
"I am absolutely delighted that we can now offer a much-expanded range of support services for both on-site &
off-site deployment" stated David
Tilkin, President of Navigator which provides web-based compliance-monitoring, consulting, & account aggregation services to investors, fiduciaries, regulators, broker/dealers & others. "The addition of the premier web-based marketing & portfolio management system in the industry, the Helper Series developed by NASI, to our platform takes us to an entirely new level. We now have an unprecedented ability to offer a full range of front office support options with web-based efficiencies that were unthinkable just a short time ago. Most importantly, the inclusion of our compliance applications will greatly advance the level of ethical practice among investment professionals and assure the investor that their investment accounts are being handled appropriately."
Bob Seal, a former P&G executive & founder of NASI stated "this is a
major advance in our long-standing drive to use technology to deliver “total job support systems” that combine target marketing & productivity enhancement to increase the productive capacity of professionals. Now we have moved that platform to a higher level by integrating it with Navigator’s Compliance Monitoring systems to achieve a totally new & efficient way for financial service firms to conduct their businesses more profitably & with less risk."
The integrated marketing, productivity, portfolio management & compliance monitoring systems are expected to be
available both for local deployment & through Navigator’s ASP platform by Thanksgiving.
Navigator Consulting Group, Inc. developed portfolioAudit.com & the soon
to be released brokerAudit.com web-based compliance monitoring & asset aggregation services. More information on Navigator Consulting Group, Inc. can be obtained at 781-871-8710 or via its website - http://www.navigatorcg.com.
NASI developed the Helper Series for Windows (Sales Professional’s Helper,
Broker’s Helper, Broker’s Helper Advanced & Investment Advisor’s Helper) and the Helper.com Series for Intranet or Internet deployment. More information about NASI can be obtained at 513-793-2240 or via its website - http://www.nasoftware.com.
.Press Contact: Jason A. Rust, 513-793-2240, jrust@nasoftware.com.
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