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MORNINGSTAR PRINCIPIA ETF
Morningstar's Principia investment software now offers an Exchange-Traded Funds module that includes complete portfolio holdings and analyst commentary. When used with other Principia modules, advisors can compare ETFs to other types of investments, including open- and closed-end mutual funds and separately managed accounts. The Investment Comparison Report generates a detailed comparison of up to four managed products while displaying historical performance, style and sector drift and risk/return analysis. Price: $675 per year. Morningstar: http://globalmorningstar.com/Principia or (312) 384-4000.
QUANTRIX FINANCIAL MODELING
Quantrix, a business modeling and analytics software provider, has introduced Quantrix 64 for companies that develop large-scale, data-intensive business and financial models. The product's 64-bit processing capability enables enterprise customers to create models with up to 500 million data points. It features an API that can be integrated with Ajax-based tools such as the Google Web Toolkit that let companies deploy and run models online. Price: Starts at $1,500 per user Quantrix: www.quantrix.com or (207) 775-0808.
RETIREMENT INCOME NAVIGATOR
Retirement Income Navigator 3.0 (formerly known as Investment Scenario Generator) provides a methodology for managing money during the income drawdown period of retirement. It uses an asset allocation approach (the ISG methodology) for optimizing retirement income. The authors have an ISG Planning Web site that explains the ISG methodology. Price: $299 (software license); $274 (download). Brentmark: www.Brentmark.com, (800) 879-6665.
COLLIGO WORKGROUP EDITION
Colligo Workgroup Edition 5.0 and Colligo Workgroup for Lotus Notes 5.0 help mobile teams improve collaboration from their laptops. Users of Microsoft Outlook 2007 can now share calendars to improve group planning and scheduling. This version supports Microsoft Vista Enterprise, Business and Ultimate versions and the SP3 service pack on Microsoft XP as well as replication of Lotus Notes databases Versions 5 through 7. Price: $125 per copy (Workgroup Edition); $175 per license (Workgroup for Lotus Notes). Colligo: www.colligo.com/store or (604) 685-7962 x230.
PEACHTREE PAYROLL WITH ACCOUNTING Peachtree Payroll with Accounting bundles Peachtree Select Payroll, Peachtree Pro Accounting 2009 and six months of free support. It features the ability to track payments, create reports and track and manage inventory, and also provides real-time alerts on a variety of key financial and inventory indicators, module-level password security and 100MB of Peachtree Online Backup, powered by Iron Mountain. Price: $299.999. Sage Software: www.peachtree.com or (866) 308-2378.
CNG-WEB Document management vendor Cabinet NG has extended the security of CNG-Safe (Shared Access Filing Environment) to provide customers the ability to access their business documents from the road using a standard Web browser. CNG-Web is .Net, SQL and IIS compatible, so it works with most networks. Existing customers with Concurrent, Named and View-only licenses can purchase it and work online without buying additional licenses. Web-view license bundles are available and five- and 10-user packs. Price: $995 (server); $1,000 (five users); $1,500 (10 users). Cabinet NG: www.cabinetng.com or (256) 258-0460.
SAGE TIMBERLINE OFFICE Sage Timberline Office Version 9.5 helps companies comply with government standards such as those mandated by the Sarbanes-Oxley Act through increased security features Users can add complex password settings and customers can specify which companies each user is allowed to access. Other changes include the ability to archive leases within Property Management and desktop user assistance. Price: Starts at roughly $7,000. Sage Software: (866) 308-2378.
BILL.COM Bill.com has upgraded its Web-based accounts payable software to include one-click scheduled data synchronization with QuickBooks, making it easier to synchronize vendors and General Ledger accounts without affecting existing financial reporting and procedures. SmartEntry Account Splits enables organizations to record a bill to several accounts and initiate multiple approval workflows and payment audit trails. New configuration options help organizations start using the system quickly. Price: Starts at $15 per user. Bill.com: (877) 345-BILL
UBCC WORKERS COMPENSATION Universal Business Computing Company has expanded its workers compensation codes to accommodate up to 9,999 standard industry codes per state and added the ability to import and export those codes via a CSV file. UBCC says this change particularly benefits companies that have clients that run temporary employment agencies, employee leasing companies or pay-as-you go scenarios and that the process takes less than a minute to complete. Price: UBCC Payroll starts at $2,800. UBCC: www.ubcc.com or (800) 827-8610.
CENTERPOINT PAYROLL The report designer in CenterPoint Payroll Version 4 features fly-out tabs that allow users to choose, add, edit or remove fields, change the way columns are displayed and how reports are grouped, sorted and filtered. An advanced employee earnings setup option lets employers use the same earning code with different pay rates by department. The Remote Software Support tool gives Red Wing support technicians the ability to access a customer's computer, with his or her permission, to help shorten the time needed to diagnose and resolve problems.
Price: $795. Red Wing Software: (800) 732-9464.
DESKTOP DATA ANALYSIS Lyzasoft, a spinoff of a business intelligence consulting practice, has launched Lyza, a desktop analytics application that lets analysts explore data and then publish presentations and dashboards without the help from the IT department. Lyza contains a visual drag-and-drop interface and familiar spreadsheet-like formulas. There are no limits on the number of inputs, data set size, record and column count or the complexity of transformations and calculations. It integrates with Microsoft Excel, Access, SQL Server 2008 and MySQL. Price: $899 (single machine, one-year subscription). Lyzasoft: (303) 825-1040.
CCH TAX PREP PARTNER CCH Tax Prep Partner offers a set of return-focused online compliance resources that provides practice-oriented explanations relating to lines on forms 1040, 1065, 1120 and 1120S. Answers include references to primary authority and links to interactive research aids, calculators, charts, checklists and toolkits. Methods for accessing content include CCH A-Line-D, through which users can type in a form number, line number and tax year and be taken to the relevant explanation. Information can also be accessed via topical menus, through an interactive glossary and through questions and answers.
Price: $229 (each return type); $515 (1040, 1065, 1120/1120S). CCH: (888) 224-7377.