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"]

Q&A: Symantec Server Configuration – Where do I tell a client computer to look for a different symantec server?

Question by JohnnyNY: Symantec Server Configuration – Where do I tell a client computer to look for a different symantec server?
I have a SBS 2003 server running Symantec Antivirus enterprise, and for some reason 2 of the clients on the network think that our old NT server is still the antivirus server so they are not getting updates and stuff. I can’t figure out where to go to change this. please help!

Best answer:

Answer by zeke009
Try this: If the parent server is Windows NT or 2000, then copy the Grc.dat file from the VPHOME shared folder on the parent server. By default, the VPHOME shared folder is pointing to C:\Program Files\SAV on the parent server.

See the link below for more information. It will tell you where to place the file for various versions of Symantec and how to edit the registry if you have to.

Give your answer to this question below!

HP 658553-001 ProLiant N40L Ultra Micro Tower Server System AMD Turion II Neo N40L 1.5GHz 2C 2GB (1 x 2GB) 1 x 250GB LFF SATA

HP 658553-001 ProLiant N40L Ultra Micro Tower Server System AMD Turion II Neo N40L 1.5GHz 2C 2GB (1 x 2GB) 1 x 250GB LFF SATA

HP 658553-001 ProLiant N40L Ultra Micro Tower Server System AMD Turion II Neo N40L 1.5GHz 2C 2GB (1 x 2GB) 1 x 250GB LFF SATA

  • HP ISS 658553-001 HP MICRO G7 N40L NHP US SVR

HP ISS HP Micro G7 N40L NHP US SvrHP Micro G7 N40L NHPUS Svr

List Price: $ 425.25

Price: [wpramaprice asin="B005KKJPCO"]

[wpramareviews asin="B005KKJPCO"]

What is isa server which is installed on server and what is its relation with microsoft firewall client?

Question by alireza.nasibi: What is isa server which is installed on server and what is its relation with microsoft firewall client?
What is isa server which is installed on server and what is its relation with microsoft firewall client installed on clients’ computers? Is it a controlling system? How can the server control client? Can server watch clients’ desktop by these two softwares installed?

Best answer:

Answer by Sir Paddles returns
This is taken from the Microsoft website.

Firewall Client for ISA Server can be optionally installed on client computers protected by Microsoft ISA Server. Firewall Client for ISA Server provides enhanced security, application support, and access control for client computers. It provides authentication for Winsock applications that use TCP and UDP, supports complex secondary protocols, and supplies user and application information to the ISA Server logs.

When a client computer running Firewall Client for ISA Server makes a request, the destination is evaluated by the Firewall Client software, and external requests are directed to the ISA Server computer for handling. No specific routing infrastructure is required. Firewall Client sends user information transparently with each request, enabling you to create a firewall policy on the ISA Server computer with rules that use the authentication credentials presented by the client. ISA Server allows you to configure automatic discovery for Firewall client computers, using a WPAD entry in DNS or DHCP to obtain correct Web proxy settings for clients, depending on their location.

Give your answer to this question below!