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Comments
from
Fred Parsons, CEO
Dear Friends and
Colleagues,
Over the past 3 months I
visited more clients. I am inspired by the support
that each of you has given our firm.
I
am also gratified that our plans for 2010 are on
track. These are enhancements that you feel will
help increase your business, improve your workflow
and lower your expenses. That's our focus and I am
sure yours too.
We also know we're doing
the right things because we had record sales the
past quarter.
I wish all of you the very best
for the holidays and a prosperous and healthy
2010. I thank you for your business.
Remember it's not how big you are,
but how good you are!
Many thanks and
enjoy the
Newsletter.
Sincerely,
Fred
Parsons,
Founder and
CEO
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Here's a link to
our September Newsletter in
case you missed it! You'll learn more
about: Portfolio Links, Options
Montage & Time/Sales Enhancements,
and Corporate Actions
Data. |
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Extending Your Expertise
on Orion...
Click on any link below
FAQ
Call
us anytime:
800-368-2078
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Dear
Friends,
Telemet
Orion is a comprehensive and integrated
investment platform. Market data,
investment research and portfolio analytics are
at your fingertips.
Telemet
recently had an all-time record quarter for
new sales and new clients. We think
this is because we have the best value in the
business and superior client
service. For those 'yet-to-be
clients' - why not experience the Telemet
platform and service level? Give Telemet a
try with a complimentary
trial. News
on Platform Enhancements:
-
Portfolio analytics enhancements. Now
you can get customized reports and MS Excel
downloads. New Equity Portfolio
Performance reports with new benchmarks expand
the reporting options too.
-
Now bond data is one click away with new
views of corporate and municipal bond data -
pricing, call provisions, maturity dates,
coupons and descriptions. Click here to upgrade your
version to see these data!
Review
Tips:
- Company financial data, ratios, cash flows
and price performance are all link to MS Excel -
the feature is called "Telemet IQ" and it's
bundled into your Telemet platform.
- Remember Advent APX & Axys links save
your firm from costly data downloads from third
parties.
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New
Portfolio Analytics
Our true
transaction-based, time-weighted attribution
module, bundled into Telemet has been a very
popular leg of our platform. We
continue to add benchmarks and reporting
capabilities.
This module
shows real sources of return, by sector and
industry. It shows where a portfolio is
over or under weighted and whether this has
helped or hurt the portfolio's return.
We have added new custom
'as-of-date" reports to this module so that you
may reach back to prior quarters and years to
see portfolio characteristics as of those
dates.
Further we have added
a scheduler so that these reports may be printed
at the end of a week, month or quarter without
your pressing a button.
In
addition, all report data may be downloaded into
MS Excel so that you firm can create is own
"look and feel" for these data.
Telemet's portfolio analytics happen at
the desktop, and your analyses appear
instantly. Call us at 800-368-2078 for
more information on how to use these reports and
get our latest
enhancements.
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New
Bond Data Access
Corporate
and Muni bond data are now just a click away
with Telemet's new enhanced links to descriptive
bond data. Load bonds onto Telemet's
custom pages, see portfolio weighting by asset
class, coupons and maturities. Print these
as reports for clients and peer
meetings.
Drill down from bonds to see
very detailed descriptive data on any of
millions of these issues. Evaluated
prices, put and call schedules, ratings, payment
dates and issuer details are among the data
available on any bond. Some of our clients
have eliminated very high priced Bloombergs with
these data. Call us at 800-368-2078 to get
this
enhancement.
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Review
- Sharing Data with Portfolio Accounting
Platforms
Lower
your costs to price securities and apply
dividends to your portfolio accounting
system. It's all done with
TeleVista.
Security price and dividend
data from Telemet now populate many accounting
platforms including popular Advent Axys and
APX. This eases what has become an
expensive process. We extend a special
thanks to clients that helped us with this
latest integration! A win-win for
all. Call us to find out more
on how you can cut costs and click here to get the latest version
of
TeleVista. |
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Review
- Telemet IQ
Telemet
IQ, bundled with the Telemet Orion investment
platform, puts corporate financial data (balance
sheets, income statements, cash flows) into the
world's most popular spreadsheet, MS Excel.
Thus you get stunning reports and
charts that are 'presentation'
ready. Further these data ar
'up-to-date' with the latest prices and
financial data. Our latest
software includes several sample spreadsheets to
illustrate these reports. Select the
'Display' menu then 'Research' and then 'Excel
Templates'.
Further, those of you that
are analysts save time and effort because you do
not have to manually enter financial data
(income statements, balance sheets, ratios, and
cash flows). This 'frees-up' more time for
company analysis such as comparing financials
and performing 'what if' analyses on expenses or
revenue. Call us at 800-368-2078 for
individualized
training.
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Thank you for choosing Telemet as your
"Partner in Smart Investing"! Please share
your comments with us about this
newsletter or any other
topic! |
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Sincerely,
Anthony
DiCarlo
Senior Vice President
Telemet
America, Inc.
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