MAUI™

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Infovisa's core product is the MAUI trust accounting application suite which is offered as an in-house solution or through MAUI Cloud Services. MAUI was designed and built using our Innovation by Design™ approach which means that you must start with an intelligent system design. Our foundation was to build a system from the ground up, that would utilize real-time processing, eliminate codes, and would be 100% Windows based. The result to our clients is a solution that provides incredible accuracy, efficiencies, and reporting in their day-to-day business processes. We believe, and our clients agree, that MAUI is the most advanced trust accounting system and will allow you to control your costs.

Most trust accounting applications are going to provide you with the basics such as reviewing positions, processing trades, etc. The key to differentiation is how you go about completing your day to day functions. We have addressed this by adding several key components to MAUI. These include our Advanced Grid Technology, a robust "as of" reporting engine, no purging of history, customized statements, streamlined posting capabilities, and reporting tools for everyone in the department.

Another key component to the MAUI system is the ability to interface with third parties. We realized very early on that integration to complementary partners would benefit our clients. For that reason we have sought out and developed many relationships with other firms that enhance our product and returns value to our clients.

MAUIWeb™

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Our client internet access product is called MAUIWeb, and it was completely re-written from the ground up in 2009. MAUIWeb provides your customers with unparalleled reporting and access including full transaction history, ‘as of’ positions, and access to online statements. MAUIWeb incorporates a .net and AJAX platform which provides a stable platform for continued development. Your customers will now have access to improved graphing features, “dashboard” functions, and the ability to customize how they view their account details. Additionally, MAUIWeb now incorporates additional security features providing everyone reassurance that their data is safe. We have built a secure entry point for your customers providing them with 24 hour access from anywhere in the world.

MAUI Investment Manager

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MAUI Investment Manager is the latest product to join the MAUI Suite of software. This product is a robust, integrated portfolio management system. MAUI Investment Manager eliminates the need for investment professionals to obtain a third-party relationship for modeling software, or managing their accounts through spreadsheets. MAUI Investment Manager allows managers to model all classes of assets in real time including the placement of trades for a straight through trading environment. MAUI Investment Manager includes a thorough exception reporting component identifying accounts that are in need of attention.

ETR

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Tracking the performance of your accounts is just as important to you as it is to your clients. That is why we have built many different options of reporting performance to you and your clients. We start with our original product, Enhanced Trust Reporting (ETR). ETR is a stand alone application which will import data from the MAUI trust accounting system. ETR will then display detailed analysis relating to the performance of a single or group of accounts. We have also incorporated this functionality into the MAUI trust accounting system whereas you can integrate performance reports directly into your clients trust statements and give trust personnel the ability to review performance data online.