ADP/SIS Adds Contact Manager to Growing List of Functionality in POSSE(SM) Broker Desktop Tool
Monday September 15, 8:04 am ET
biz.yahoo.com
WHEAT RIDGE, Colo., Sept. 15 /PRNewswire-FirstCall/ -- ADP/Securities Industry Software (ADP/SIS), a division of Automatic Data Processing, Inc.'s (NYSE: ADP) Brokerage Services Group, announced today the rollout of version 4.8 of POSSE(SM), its premier broker desktop application. The POSSE 4.8 release features a Contact Manager module that sales professionals can use to track clients and prospects and target new revenue-generating opportunities. The release also features enhanced order inquiry and audit functions that firms can use to track order activities, from order entry through execution.
(Logo: newscom.com )
The addition of the POSSE Contact Manager gives sales professionals the ability to manage every facet of prospect and customer relationships, and provides cost savings to firms, who will no longer need to purchase and run separate software. Sales professionals can use contact profiling categories to generate lists and reports for sales activities. The Contact Manager is accessible throughout POSSE, making it easy for brokers to add notes, make changes, or add a new contact at a moment's notice.
The POSSE 4.8 release also improves a broker's ability to stay on top of orders through advanced open order and order history search functions. A new order audit trail function provides a snapshot look at all order transactions relevant to filling the original order. The sales force, compliance officers, and other firm personnel can easily trace orders and view all applicable details, from order origination to fill.
An enhancement to the POSSE Portfolio module allows sales professionals to select a specific tax lot to sell for a client, overriding previously defined FIFO, LIFO, or average cost accounting defaults. In addition, POSSE now supports single stock futures trading.
Richard Boyles, Senior Vice President and CFO of City Securities Corporation said, "As a browser-based real-time integrated system, POSSE is truly unique in the industry. It not only gives our financial consultants the functionality needed to effectively distribute the firm's products and services, it also allows for effective client relationship management. Additionally, the various integrated report options have proven to be valuable time savers for our consultants, reducing the time and expense associated with printing hard copy reports. We continue to be impressed with the ongoing advancements ADP/SIS makes to this system."
David Swift, Senior Vice President and General Manager of ADP/SIS said, "The POSSE Contact Manager gives sales professionals a real-time tool to manage clients and boost sales. The addition of this feature-rich module to the other integrated and robust sales generation and productivity functions of POSSE gives firms a total solution. Additionally, POSSE is both affordable and easy to manage, especially important factors in today's competitive environment."
The POSSE(SM) product is designed with the productivity needs of the sales professional in mind: quick, real-time access to client and product information, portfolio charts and reports, real-time tax lot accounting, sales and commission calculation tools, and easy order entry. It is fully integrated with ADP/SIS's order entry, fixed income offering and back office accounting applications. POSSE's browser-based architecture eliminates the distribution complexities associated with client-server applications. |
