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| Solutions to Meet Your Needs |
| iNautix draws upon a wide range of best-of-breed capabilities to optimize the performance of your organization. |
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- Enterprise Portfolio Management
iNautix enterprise portfolio management is a web-based, open architecture platform that consolidates data from multiple financial services organizations. Far more comprehensive than many of today’s portfolio management systems, our solution benefits individuals beyond investment professionals and their clients. From compliance to operations, your entire enterprise can access customizable reporting features, leveraging a single, high-quality data source in one portfolio view.
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Document Management
Image, store, route, and retrieve vital documents with iNautix document management. You can quickly capture signed applications and other critical documents, index documents with user-defined fields, implement a unique workflow for each document type, and view from anywhere including home office and field locations in near real-time. This comprehensive solution helps you reduce manual paperwork, expedite processing, meet compliance standards, and selectively control access to sensitive information. |
- Data Warehousing and Business Intelligence
Guide your decision making with business intelligence drawn from iNautix data warehousing, a single repository built specifically for easy information analysis and reporting. Whether you have an existing data warehouse, or you are developing your firm’s strategy, iNautix data warehousing offers industry-tested, sophisticated business analytics, as well as standard and ad-hoc reporting to support a wide range of business functions. iNautix can help address the needs of management from finance to compliance. Implementation can be tailored to your needs, with a choice of database, in-house or outsourced maintenance, as well as hosting at iNautix or on your own premises. You will be able to access our patent-pending models to better understand profitability, life-time value at the product or customer level, and predict customer attrition.
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Custom Development
iNautix draws upon 1,500 technology development professionals to help you in any phase of your development effort, from requirements to development and deployment. iNautix can develop new functionality or enhance your existing technology platform. You can leverage iNautix for projects ranging from web design to usability testing. Or, if you face IT resource constraints, we can extend the capabilities of your team with customized outsourcing support. |
- Business Consulting
Breakthrough performance requires a unique combination of innovative thinking and disciplined follow-through. iNautix business consultants will work together with your firm to help improve the performance of your investment business. From front-office to back-office solutions, we will recommend the right course of action and fuse together executable strategy, operations, and technology solutions.
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