New York (Jan. 29, 2004) -- Financial planning software maker Unger Software has entered into a technology co-marketing agreement with Onesta Software.
Under the agreement, Unger will integrate the portfolio management, asset information and asset research capabilities of Onesta's Cofiniti financial services solution into its Methuselah planning platform.
The deal will enable Methuselah users to directly manage client portfolio allocations, track individual positions, generate buy and sell orders, gather current market pricing information for financial assets, and obtain performance statistics, stock and other research.
The Onesta features will be included in all three functionality levels of Methuselah -- Bronze, Gold and Platinum. Under the terms of the co-marketing agreement, Unger and Onesta will work together to market complementary products to existing and prospective customers.
-- WebCPA staff
