Windward Showcases Investment Document Templates in AutoTag

Boulder, CO (PRWEB) May 13, 2013

Windward, the document generation, enterprise reporting and business intelligence giant, has released a new set of investment document templates. Shipping within the latest version of the AutoTag document generation software, the templates facilitate the display and analysis of tax, investment, retirement and other personal financial information.

Each template enables the user to quickly access up-to-the-second data securely and efficiently. They also allow for the inclusion of boilerplate text, company logos and contact information through easy drag and drop functionality. In addition, the templates offer key data visualization features such as detailed and highlighted tables, color-coded pie charts, and predictive line and bar graphs.

“Even the best data capture and organization is useless if the final report is inaccurate or hard to understand,” said Shirley Clawson, CEO of Windward. “These templates allow investment companies to better serve their clients through meaningful, easy-to-grasp reports that provide their customers with the knowledge they need.”

The featured AutoTag templates include a sample investment fact sheet complete with investment objectives, strategies and risk analyses, a detailed sample custodial statement, a retirement services plan investment fee disclosure, an investment options comparison sheet, and a tax reporting statement with information for Forms 1099-B and 1099-DIV for the United States Internal Revenue Service.

AutoTag is an add-in for Microsoft Word and Excel. AutoTag users can use these investment document templates as the basis for their own reports by connecting them to virtually any data source, including OData, JSON, SQL, XML, Excel spreadsheet and proprietary data repository. Reports and documents are generated in the Windward Engine, which is available for .NET or Java, or via the web-based Javelin server. The final product can be output in a wide range of formats, including DOCX, XLSX, PDF, HTML, direct to printer, RTF, XLS, WordML, TXT, and CSV.

For more information or to download a trial version of AutoTag, please visit

About Windward

Windward delivers powerful reporting, document generation and business intelligence solutions for enterprise or OEM use. Businesses worldwide create custom reports better, faster with data intelligence made easy. Windward has been delighting customers technical and non since 2004.

“We bought White Clarke’s CALMS as our Loan Origination System, and it uses Windward to produce legal documents. With our previous system, we could not add or change documents, and so had to live with whatever we had, or devise a Word template. Windward is an enabler for us.” Wayne Cook, Community Savings Bank

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