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News
8/26/2011 - INFOVISA Unveils Automated Account Reviews As Latest Product Offering
The Account Review & Risk Manager product by INFOVISA® enables wealth management firms to
complete automated administrative and investment (commonly called “Reg. 9”) reviews. The review
forms can be completely customized to fit the needs of each client, and also feature embedded system
questions to increase automation. ( read more )
9/16/2010 - Agreement Provides Comprehensive Securities Class Action Claims Filing Solution for Infovisa Customers
Securities class action settlements have become a major part of the financial landscape. Over $32 billion have been distributed in the last five years—and due to recent market turmoil, it is estimated that $200 billion will be distributed to claimants over the next decade. ( read more )
8/19/2010 - Agreement Provides Electronic Income Reallocation Solution to Trust Banks
Cornelius, NC based INFOVISA today announced its strategic agreement with Lake Success, NY - based Broadridge Financial Solutions, Inc. (NYSE: BR) to bring electronic income reallocation capabilities to users of the MAUI Trust Accounting System. ( read more )
3/31/2009 - Agreement Provides Electronic Fixed Income Trading Solution
Pittsburgh-based ITS and Cornelius, NC-based
INFOVISA today announced a strategic agreement to bring electronic fixed income
trading capabilities to users of the MAUI Trust Accounting System. ( read more )
2/17/2009 - MAUIWeb™ BY INFOVISA TAKES ON A NEW LOOK
The widely popular product, MAUIWeb, has been completely redesigned to accommodate an ever changing market. MAUIWeb is the client Internet access product that provides account information to customers of INFOVISA’s clients. ( read more )
1/20/2009 - Agreement Brings Higher-Yielding Fixed Income Instrument, Improved Efficiencies to Trust Banks
Denver-based Community Bank Funding Company and Charlotte-based INFOVISA today announced a strategic agreement to bring a high-yielding, fixed income financial instrument with improved efficiencies to customers in the trust bank industry. ( read more )
1/9/2009 - INFOVISA RELEASES NEW PRODUCT FOR PORTFOLIO MANAGEMENT
INFOVISA announces the release of a new product – MAUI Investment Manager – which was built in response to clients request for a robust, integrated portfolio management system. This product has been developed to meet today’s complex needs of the portfolio manager. ( read more )
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Infovisa, Inc. - 11120 Treynorth Drive - Cornelius, NC 28031 - Phone: (704) 892.3270 - Fax: (704) 892.7868 - salesinfo@Infovisa.com
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