Developed Integration and Interface Functions to provide:

• Consolidation and roll-up of data.
• Retrieval and tracking of e-mail messages from either Outlook, Lotus Notes or Outlook Express.
• Third party software interfaces, e.g. image processing and scanning, fax and third party report writers.
• Specific application integration with: DST, Pershing, Financial Profiles, NSCC (Investments) and IPS (Policies).