Press releases 2006
Longueuil, Quebec, Canada, November 29, 2006
Optimum Investment Inc., of the Optimum group, chooses Exactsoft's PowerFOLIO™ solution
Exactsoft Corporation., a supplier of world-class enterprise applications, is pleased to announce that Optimum informatique Inc. has, after a thorough evaluation, approved the purchase of PowerFOLIO™, a client and investment management software, for the Optimum Investments Inc. division, a mutual funds broker.
PowerFOLIO™ is a fully integrated client and portfolio management solution, based on a scalable platform and specifically designed for the Canadian market. It includes an integrated suite of investment and portfolio management modules for automating and integrating work and data across the entire investment management organization.
Optimum was looking for an organization that possessed the required technology and that was committed to building a partnership meant to serve its own clientele. The references they obtained on the quality of services offered by Exactsoft, its commitment to customizing the software according to the clients' needs (i.e. portfolio statements and clients' internet access to their portfolio), as well as the solution's scalable capacity to support Optimum's growth were all factors that influenced Optimum's decision to purchase PowerFOLIO.
This client and investment management solution will allow the Optimum Group division to concentrate on its development and growth.
About Optimum Group Inc.
Optimum Group is an international financial group active in property and casualty insurance, life reinsurance, life insurance, consulting, financial services and real estate management. Today, the Group has over $2 billion in assets under management. Founded in 1969, by Canadian actuaries, Optimum Group's growth reflects the optimal management of its assets and human resources. It has grown steadily over the years making it a solid group ready to explore new business opportunities. Active in Canada, the United States and France, the Group employs over 600 people, the vast majority of whom are industry professionals. For additional information about this Quebec organization, visit their web site at http://www.groupe-optimum.com
About Exactsoft Technologies Inc.
Exactsoft is a provider of world-class company management software to improve operations, manage risk and measure business value. Exactsoft's product line provides complete solutions to monitor, manage and optimize information technology and security from a business perspective. Founded in 1992, Exactsoft's solutions are licensed to a large number of clients servicing thousands of end-user customers around the globe.
For additional information, or to schedule a private demo, please contact us at :
1-450-928-7200.
Web : www.exactsoft.com
Longueuil, Quebec, Canada, March 8, 2006
Bayshore Bank & Trust of Barbados has decided on Exactsoft’s UNIBANX Solution
Exactsoft Corporation., a supplier of world-class enterprise solutions, today announced another significant sale of its UNIBANX wealth management solution to the Bayshore Bank & Trust (Barbados) Corporation located on the Caribbean Island of Barbados. Bayshore Bank & Trust offers a variety of financial services specifically designed for high net worth individuals and corporations. The Bayshore subsidiaries that will take advantage of the UNIBANX solution include: Bayshore Wealth Management, Bayshore Bank & Trust, Integris Funds, Bayshore Asset Management, and Bayshore Capital.
Bayshore Bank & Trust appreciates UNIBANX’s scalable architecture platform and integrated suite of software subsystems for automating and integrating daily portfolio and investment management and data flows across their investment organization, as well as the information flows between the investment management organization and external parties.
Bayshore found UNIBANX’s additional key strengths to be its ability to integrate the front, middle, and back office activities quickly and efficiently as well as settle transactions and monitor performance in an automated fashion. UNIBANX will also allow Bayshore to work with Microsoft Word and Excel, and other standard productivity applications. Such integration and accessibility eliminates ineffective communication between processes and minimizes processing errors and training time, enabling effortless expansion of Bayshore's clientele while reducing bottlenecks and avoiding additional staff.
UNIBANX also supports Bayshore's need to continually act in a responsive manner to its high net worth customers by providing the ability to communicate more effectively with them in regard to their global holdings and provide crucial access to timely market information.
With the help of the UNIBANX wealth management solution, Bayshore Bank & Trust will continue to uphold the highest level of investment advice and private banking services that their demanding customers have come to expect.
About Bayshore Bank & Trust (Barbados) Corporation
Bayshore Bank & Trust, a chartered bank located on the Caribbean Island of Barbados with affiliates in Cayman Islands and Toronto, offers a variety of private banking and investment management solutions to high net worth individuals and corporations. Bayshore is committed to crafting tailored wealth management solutions and providing the highest standards of personalized service to individual and corporate clients. Through their global network of financial professionals, readily accessible electronically, and supported by state-of-the-art technology, they provide the key to enable their clients to achieve the maximum benefit from a comprehensive range of global opportunities. For additional information on Bayshore Bank & Trust and their services, please visit their web site at: http://www.bayshorebank.com
About Exactsoft Technologies Inc.
Exactsoft is a provider of world-class company management software to improve operations, manage risk and measure business value. Exactsoft's product line provides complete solutions to monitor, manage and optimize information technology and security from a business perspective. Founded in 1992, Exactsoft's solutions are licensed to hundreds of clients servicing thousands of end-user customers around the globe.
For additional information, or to schedule a private demo, please contact us at :
1-450-928-7200.
Web : www.exactsoft.com
Longueuil, Quebec, Canada, June 1st, 2006
Exactsoft launches new PowerFOLIO™ software solution for the Canadian financial services industry
Exactsoft Corporation., a supplier of world-class enterprise solutions, today announced the launch of PowerFOLIO™ for the Canadian financial services industry.
PowerFOLIO™ is a client and portfolio management solution, which is fully integrated, based on a scalable platform and specifically designed for the Canadian market. It includes an integrated suite of investment and portfolio management modules for automating and integrating work and data across the entire investment management organization.
"We’re committed to giving our Canadian users the operational efficiencies and advanced tools they need to help them create close relationships with their investors and to help retain them in a very competitive market,” said Mr. Yves Guertin, President of Exactsoft Corporation. “It is critical for experienced investment professionals to continually add value to every service activity they are involved in and this includes operational excellence. PowerFOLIO™ is based on this vision and we are excited to be launching it in the Canadian market.”
PowerFOLIO™ is an evolutionary process, which encompasses three distinct phases: Investment Process Integration, Data Collection and Reconciliation, and Customer Responsiveness. PowerFOLIO™ implementations are tailored to meet the needs of a particular market segment as determined by size, assets under management, and complexity of the investment environment. In addition to reducing client costs, PowerFOLIO™ solutions improve the accuracy of client information and enable fund dealers, securities brokers, trust companies, and related financial services firms to improve the services they provide to their customers rather than focus on operational details.
“Our goal with PowerFOLIO™ is to provide our users with the precise tools to make their day-to-day activities as simple, as precise, and as effective as possible,” said Anthony Paraskevas, Vice-President, Business Development and Marketing at Exactsoft. “Our customers look for vendor partners that offer products to help them achieve business flexibility through operational efficiency. We believe that PowerFOLIO™ will ultimately give them more time to focus on the relationships they rely on for retaining and expanding their affluent clients, distribution channels, and industry partnerships.”
About Exactsoft Technologies Inc.
Exactsoft is a provider of world-class company management software to improve operations, manage risk and measure business value. Exactsoft's product line provides complete solutions to monitor, manage and optimize information technology and security from a business perspective. Founded in 1992, Exactsoft's solutions are licensed to hundreds of clients servicing thousands of end-user customers around the globe.
For additional information, or to schedule a private demo, please contact us at :
1-450-928-7200.
Web : www.exactsoft.com
Longueuil, Quebec, Canada, July 31st, 2006
Exactsoft to exhibit at the 2006 e-Financial WorldExpo
Exactsoft Corporation., a supplier of world-class enterprise solutions, today announced that it will be participating in the upcoming e-Financial WorldExpo to be held in Toronto, Canada on October 25 and 26.
The 2006 e-Financial WorldExpo is the leading international event focusing on enterprise applications and solutions developed for the financial industry, including banking institutions, insurance providers, investment and brokerage houses, securities/mortgage providers and other financial institutions providing e-business and e-commerce services.
“We’re very excited about our sponsorship of the e-Financial WorldExpo show this year and for the opportunity it allows Exactsoft in meeting our clients and industry friends on site,” said Anthony Paraskevas, Vice-President of Business Development and Marketing at Exactsoft. "I think that drawing attention to our PowerFOLIO solution and how it delivers real business value to the Canadian financial services industry, is one of the best ways to make our conference presence a valuable experience for all," said Anthony. "It is the innovations that our customers constantly want that has helped us enhance the value of PowerFOLIO and we look forward to meeting conference attendees to learn more about the new priorities and concerns of our industry contacts to help them achieve a competitive edge."
This event focuses on new and in-demand applications and solutions that address challenges such as Business Intelligence, Electronic Data Interchange (EDI), Outsourcing, Security, Systems Integration, CRM, Check 21 and EBPP. The 2006 e-Financial WorldExpo provides the best opportunity to learn, discuss and view how these new technologies are utilized to increase productivity and generate revenue in the financial industry.
About Exactsoft Technologies Inc.
Exactsoft is a provider of world-class company management software to improve operations, manage risk and measure business value. Exactsoft's product line provides complete solutions to monitor, manage and optimize information technology and security from a business perspective. Founded in 1992, Exactsoft's solutions are licensed to hundreds of clients servicing thousands of end-user customers around the globe.
For additional information, or to schedule a private demo, please contact us at :
1-450-928-7200.
Web : www.exactsoft.com
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