DENVER — Fetter Logic, Inc., a full service provider of data and information management solutions for the financial services industry, has introduced a data aggregation solution termed "Helio." Helio integrates various forms of data including direct mutual funds, annuities, one or more clearing firms and proprietary firm assets.
Through Helio's data integration, users can display full customer positions and portfolios, providing asset management and customer contact. The platform also provides management with full picture reporting. Management can analyze information to develop sales trends from multiple databases.
Helio's functionality includes FundLogic Networking. Using proprietary technology, FundLogic Networking can help users gain control over their direct mutual fund business. Users can locate direct mutual fund assets, correct data errors and outsource their direct mutual fund commission processing.
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