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| Our client reporting solution assists
financial firms with the time-consuming process
of preparing consolidated client statements.
Our automated solution allows for better looking
reports with more data in graphic layouts and the
consolidation of data from different sources such
as your custodian and back-office system, in a fraction
of the time it would take manually. Using
our solution, our clients were able to reduce the
time it took them to prepare client reports by over
75%. |
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Our management reporting
solution provides financial executives with the
kind of data they need to make key strategic decisions,
such as their firm’s total assets under
management. This solution allows executives
to track their business objectives and goals,
get an accurate, timely view of their business
performance, and make better informed business
decisions.
Types of Management
Reports:
Assets Under Management Reports
Portfolio Inventory Reports
Asset-class Benchmarking Reports
Portfolio Analysis Reports
Sales Reports |
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| Our electronic reconciliation solution
assists financial firms with the time-consuming,
manual task of searching through financial records
and trying to find missing or unmatched data. We
can take data feeds from practically any system
- including all of the major banks and mainstream
portfolio management systems. The LYNXDev
electronic reconciliation solution has helped our
clients experience a 95% reduction in the time required
to reconcile their data. |
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| Our loan management system automates
all processes relating to your book of loans including
interest and payment calculations, pre-approved
payment processing, issuing of cheques, arrears
management, merchant management, executive reporting,
and more. This cost-effective solution can manage
any type of loan such as retail loans, car financing,
or home mortgages. |
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LYNXDev also serves the financial
industry by developing websites where their clients
can securely log in and check their own portfolios
over the internet. These self-service websites
enable your clients to see their holdings, transactions,
asset allocation, performance or any other information,
eliminating the costs of high-touch client service.
This cost-effective solution allows small
and medium sized financial firms to provide the
online services that many of today’s investors
are demanding.
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Calculating management, performance,
or trailer fees is a complicated, time-consuming
process for many financial firms. Our solution
automates this task, allowing for quick and accurate
calculation of performance fees. This solution
is perfect for any hedge fund or wealth management
firm that needs to calculate fees.
FeeCalc™ Benefits:
1. Accuracy
2. Flexibility
3. Fairness
4. Accountability
5. Compliance
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| This solution is a valuable tool
for sharing internal equity research (or any other
information) between analysts, portfolio managers,
or executive managers of your firm. The LYNXDev
Equity Research Database allows your team to make
better decisions regarding in which companies or
securities to take a position. |
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| This solution automates all sorts
of electronic payments including credit card payments,
loan payments, and electronic transfers. Our
solution supports multiple banks and financial institutions
including all of Canada’s Big Five banks.
With a no per-transaction-fee structure, this
is a very cost-effective solution for electronic
funds transfers or payment processing. |
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NextPrice® offers an automated
solution for anyone that is currently using spreadsheets
to calculate the Net Asset Value of a fund. NextPrice®
stores all of the data required to calculate your
NAV in a database while storing all historical
data.
NextPrice® allows for auditing
of data before the NAV is struck. With its
historical data, NextPrice® provides many
out of the box reports including Average NAV over
any time period, Statement of Change, Transactions
per Share, Volatility Checking and Assets Under
Management.
The NextPrice® solution is
a cost effective way to calculate your NAV. |
