PowerAgent “PATools”

Investments have been made in Customer Relationship Management (CRM), Web, Interactive Voice Response (IVR) and other enterprise technology. You need to an efficient method to deliver transfer agency data to them.

PATools is a library of .NET Application Programming Interfaces (APIs) that allow you to integrate surround applications with the data and functionality of PowerAgent, your shareholder accounting system.

PATools allows you to:

  • Integrate your branded web site with PowerAgent for real-time trading and inquiry.
  • Leverage your investment in enterprise applications through access to over 50 transactional and non-transactional PowerAgent .NET APIs.
  • Control your service offering by implementing technology from any provider you choose.
  • Elevate the services to shareholders and intermediaries by feeding them information and functionality on their (and your) terms.