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 http://www.windward.net/autotag.php

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. http://www.windward.net

“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







Find More Server Press Releases

Latest Server News

MCLI Server “Farm”
server

Image by cogdogblog
A tour of the mcli server "farm", more of an agglomeration.

Starting from the left, we have "Jade", a 1.33GhZ Apple Xserver that runs CogDogBlog (weblog plus a few more), the Feed2JS site as well as virtual hosting Maricopa eP, an electronic portolio system. The Xserve also does some QuickTime streaming, such as our examples of Digital Stories created by faculty in a summer workshop.

Below the table, the left tower is Azurite, a Mac OSX server (1 GHz) that mainly hosts project files and FileMaker databases used my our office staff. It runs as a web server just a copy of our Writing HTML tutorial as well as a smaller amount of QuickTime streaming.

The tower on the right is a 664 MhZ Pentium 2, also know as "Realgar" where I test a few new applications, run an evaluation license of Helix (Real Media server), and some things like a copy of my Kiwi Wiki.

To the right of this is a 20 minute APS battery backup. Just in case your power goes out… for less than 20 minutes. All the servers are set to reboot if their power goes out.

What is really cool is a new Belkin OmniViewKVM switch (left of the monitor), a 4 way switchbox so you can use one Keyboard, Video, and Mouse to switch between 4 computers– the nice feature here is the ability to connect to either USB (Mac) or PS/2 (the old PC) connections.

Finally, on the shelf above are 4 FireWire hard drives, used for backups of the two Mac servers with Retrospect. Each server rotates backups between two external drives.

The PC server backs up over the ntetwork to another server upstairs, which then does its own backups on a dedicated tape drive.

ScaleMP: Use RAM plus vSMP, not flash, to boost server performance
There are hypervisors that chop a single server into virtual bits, and other hypervisors that take multiple servers and make them look like one big virtual one. ScaleMP's vSMP hypervisor is the latter kind, and can be used to create a shared memory x86 …
Read more on Register

Tekelec Policy Server Accelerates New Service Creation and Expands Voice
In addition, the Policy Server allows operators to replicate multiple groups of policy rules, increasing the speed of new service creation. Service providers can copy rules from systems in deployment or in lab environments, rapidly reproduce advanced …
Read more on Fort Mills Times

How to build a rack mounted server from scratch
Have you decided to dump your leased server and hosting provider in favor of co-locating your own hardware or hosting it in-house? The next step is to get your new hardware in order. There are a few main choices you have when it comes to obtaining a …
Read more on ITworld.com

Introducing Windows Server® 2012

Introducing Windows Server® 2012

Introducing Windows Server® 2012

Get a head start evaluating Window Server 2012—with technical insights from a Microsoft MVP who’s worked extensively with the beta release. This practical introduction illuminates new features and capabilities, with scenarios demonstrating how the platform can meet the needs of your business.

Based on beta software, this book provides the early, high-level information you need to begin preparing now for deployment and management. Topics include:

  • Virtualization and cloud solutions
  • Availability
  • Provisioning and storage management
  • Security and scalability
  • Infrastructure options
  • Server administration

List Price: $ 14.99

Price: [wpramaprice asin="0735666792"]

[wpramareviews asin="0735666792"]

[wprebay kw="server" num="2" ebcat="-1"] [wprebay kw="server" num="3" ebcat="-1"]

SQL连接(right join,left join,full join,inner join,cross join,self join)

 

1. 右连接(right join, right outer join)

解释:以右表(Sys_Employee)为准,而左表Sys_Department中的记录只有当其DepartmentId在右中存在时才会查询出来;

 

 

2. 左连接(left join, left outer join)

解释:以左表(Sys_Department)为准,而右Sys_Employee中的记录只有当其DepartmentId左表中存在时才会查询出来;

 

3. 全连接(full join, full outer join)

解释:两个表中DepartmentId的并集(U)记录;

 

4. 内连接(join, inner join)

解释:两个表中DepartmentId的交集(n)记录;

 

5. 交叉连接(cross join,完全连接)

解释:没有WHERE子句的交叉连接,它返回被连接的两个表所有数据行的笛卡尔积,返回结果集合中的数据行数等于第一个表中符合查询条件的数据行数乘以第二个表中符合查询条件的数据行数。

 

6. 自连接(self join)

解释:使用自连接可以将自身表的一个镜像当作另一个表来对待;

使用自连接的情况:当表中的某一个字段与这个表中另外字段的相关时,我们可能用到自连接自连接的本意就是将一张表看成多张表来做连接

例如:

数据库中有如下一个部门结构表

 

下面我们需要将每一个部门自己的名称上级部门名称都找出来

 

如果有两张表,一个部门表,一个上级部门表,那很好写SQL语句;

但现在部门和上级部门都在一张表中,这种情况用自连接就比较好。

 

SQL语句及查询结果如下:

 

这里我们注意到研发部没有出现在部门列表中,是因为在这里研发部是最上级部门,它没有上级部门。如果这时候我们希望研发部也出现在左侧,即使没有上级部门

我们可以结合左连接

SQL语句及查询结果如下:

本文链接

博客园_首页