This work log details selected products, projects, experience and events we have participated in since we started working with investment advisors over twenty years ago.  It is meant to be an informal, but informative accounting of what we do for our clients.  Many of these solutions are still in use today.  However, some have been replaced by solutions that we created later.

Entries in PDF (1)



Encore enables users to customize and package multiple reports from from Axys, APX, Office Applications, et cetera via PDF file format. As files are created the information is stored in a table which can be referenced later to bring frequently used report packages up quickly and easily.