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PowerAgent
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PowerAgent™ versus our Competitors
 
Envision
DST
Phoenix
Line Data
Real Time Processing
   
Scalable to Millions
 
Open Standards
   
Client Control Data
   
Real-time Customized Reports
   
Multi-cycle Pricing Per Day
     
Business Flow Interface
   
Natural Language IVR
     
Full NSCC Support
Multi-currency Support
 
Fee Functionality
   
Trading Wizard
     
Wholesaler Support
     

Real-Time Processing
PowerAgent increases efficiency by operating in real time. Batch transactions that hindered orders and reports are now a thing of the past, giving you greater flexibility.

Scalable to Millions
PowerAgent provides an unmatched and consistent growth path with respect to both the number of users and the number of transactions performed. PowerAgent has been benchmarked to support up to 6 million shareholder accounts. To download the Unisys benchmark case study, click here.

Open Standards
PowerAgent was built from the ground up to adopt and exploit open industry-standard technologies. These tools and techniques have extensive support from users, professionals, and information technology vendors. This provides a stable, future-proof foundation for critical business applications. Ultimately, the business benefits of a standards-based strategy are immense.

Client Control of Data
Since data resides on your servers as opposed to remote mainframes, you have full accessibility to use your data when and where you want, in real-time. No more scheduling and waiting for mainframe providers to download yesterday's data to you. Use the data to run customized reports for customer analysis, analyze trends and gaps.

Real-time customized reports
With PowerAgent, your reporting options are unlimited. Choose between an extensive library of standard reports, using an Ad Hoc query, or interface with any third-party report writer such as Crystal Reports or Business Objects. Mainframe providers will charge astronomical fees for minor changes in your reporting structure.

Multiple Pricing per Day
Only PowerAgent gives you the ability to price funds multiple times a day. Other features include settlement by money transaction type, fund cutoff times by transaction source, and Special Business Days options.

Business Process Flow Interface
Only PowerAgent was designed from the ground up by the same experts that use the system on a day to day basis. This difference can be seen in how PowerAgent's structure correlates perfectly with the actual business process flow that the end-user experiences. Compare PowerAgent side by side with any other shareholder accounting system and see the difference.

Natural Language IVR
Only PowerAgent offers the latest Integrated Voice Response system that utilizes natural language processing. Integrating the TA system with a powerful IVR can immediately increase customer satisfaction and reduce costs, with some initial case studies showing annual cost savings in the millions.

Full NSCC Support
PowerAgent provides inbound and outbound interfaces to SIAC, FundServ, networking and ACATs.

Multicurrency Support
PowerAgent is fully multicurrency capable, allowing transaction processing and reporting in all currencies enabled within an operation.

Fee Functionality
Only PowerAgent offers a full range of options to manage fees, from periodic fee processing, to close-out fee processing, restrictions by transaction types, and flexibility with choice of funds.

Trading Wizard
PowerAgent is the first in the industry to offer the Trading Wizard which allows for quick data entry, defaults, single-screen exchanges, warning flexibilities, override functionality, batch processing and enhanced security.

Wholesaler Support
PowerAgent offers full system support for: wholesalers, channels, regions, sub-regions. Other features include Logic for Assigned Trades to Wholesalers, Override Support and Sales Reporting.

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