Landmark upgrades BankBroker software

The release, implemented in the 4th quarter, was the final for 2007 and is one of a number of releases launched each year.

BankBroker, a cutting-edge data aggregation solution, is an internet-deployed software product built with enterprise technology components. New features implemented in this past release include:

• User driven settings: Now, the User Interface allows for personalization by each user to the data shown on the various viewers throughout BankBroker that best suit their style.
• Enhanced search strings: When searching on pure data (alphabetic) fields, a user can select options such as 'begins with', 'contains', 'exact match' and 'ends with'.
• Separated Suitability: It is now easier to see the suitability used by an account for a contact. As with the variety of products and securities, this information is commonly different.
• Electronic Fax: BankBroker is now integrated with eFax which allows for additional complete electronic form processing offered on BankBroker after obtaining a wet signature. BankBroker currently supports electronic signature capture and now, the back office workflow capability can be initiated by the receipt of a fax. Image capture capabilities are now extended to this business functionality which will greatly reduce back office costs around paper, scanning and work resources.
• More viewing of more information: Several improvements have been made to our viewers to give the financial advisors quicker (and more) access to contact and account level data, saving them time and mouse clicks.
• More security settings: In the 'role based' security model deployed throughout BankBroker, there are new enhancements to further allow organizations to control what capabilities their end-users can exercise.