E/W Group has recently added, in conjunction with our majority-owned subsidiary efSolutions, a full software development “factory” specializing in multi-tier, client/server, and web-based development to augment our consulting practice and services.
PMACS - producer management, accounting and compensation system for sales force automation, licensing and carrier contracting.- Sales Force Management/Automation
- Carrier/Agent Contracting
- Licensing for Insurance & Securities
- Compensation Calculations & Reporting
PERKS - participant equity-based record keeping and policy/account administration.- Variable Annuity/Life Policy Management
- Mutual Fund Shareholder Accounting
- 401(k) Recordkeeping
- Web-enabled delivery for easy access by your clients, participants and producers.
BasisPoint - a fully integrated trading, portfolio management, and accounting for global institutional investors.- Front to back office STP/T+1 Support
- Portfolio Management & Analysis
- Trading and Order Management
- Multi-Currency/Multi-Basis Accounting
LendingPoint - repo funding and securities lending operations.- Repo funding desk & trading support
- Client or firm securities lending
- Counter-party/dealer risk monitoring
- Custody & back-office support
SettlePoint - a web-enabled settlements/fail processing and cash flow management.- Consolidation and approval of money transfers (incoming & outgoing funds)
- Comprehensive Settlements Management & Processing
- Interfaces to FEDWire, Chips, S.W.I.F.T., & direct links with clearing banks
- Portable & scaleable web-based technology
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