Forefield Announces Next Generation Advisor Platform; Next generation Forefield Advisor platform introduces e-mail presentation materials, expanded search engine, and additional commercial printing options.MARLBORO Marlboro or Marlborough (märl`bərō), city (1990 pop. 31,813), Middlesex co., E Mass.; settled on the site of a Native American village 1657, inc. as a city 1890. , Mass. -- Forefield today released its next generation Forefield Advisor platform, which includes new HTML e-mail An e-mail message formatted as a Web page (HTML document). Like a Web page, it can include different fonts and graphics, which regular text e-mail does not support. It enables the publishing of fancy newsletters and reports as well as elaborate advertising, all of which is sent as an concept pieces, an advanced search engine, and expanded commercial printing support. Forefield's extremely popular two-page concept pieces can now be created in both HTML e-mail and PDF (Portable Document Format) The de facto standard for document publishing from Adobe. On the Web, there are countless brochures, data sheets, white papers and technical manuals in the PDF format. formats. Both formats can be fully branded and personalized per·son·al·ize tr.v. per·son·al·ized, per·son·al·iz·ing, per·son·al·iz·es 1. To take (a general remark or characterization) in a personal manner. 2. To attribute human or personal qualities to; personify. . With the new HTML e-mail version, financial advisors gain the ability to distribute each concept piece electronically, without having to include the piece as a separate e-mail attachment A file that rides along with an e-mail message. The attached file can be of any type. E-mail programs make it easy to attach a file. For example, in Eudora, all you do is select Attach from the Message menu, browse through the folder hierarchy to find the file you want and then double . Branding options in both versions are fully customizable by independent financial advisors, whose output can include their own logo, disclaimer, and color scheme. Financial institutions can centrally control their brand identity, while still permitting each individual financial advisor to personalize their output with their picture and contact details. Independent financial advisors can distribute e-mail concept pieces to clients and prospects using Forefield's e-mail list management capability, allowing them to quickly and easily send HTML HTML in full HyperText Markup Language Markup language derived from SGML that is used to prepare hypertext documents. Relatively easy for nonprogrammers to master, HTML is the language used for documents on the World Wide Web. concept pieces to thousands of clients and prospects. In enterprise deployments, advisors can be restricted to sending e-mail only through their own internal e-mail account e-mail account n → cuenta de correo in order to maintain a compliance audit trail. Today's release also incorporates a new, enhanced search engine. The scope of the search engine has been broadened to include all Advisor materials, including alerts, updates, and presentation center materials. And to help financial advisors find the materials they need as efficiently as possible, Forefield has incorporated a cutting-edge search algorithm In computer science, a search algorithm, broadly speaking, is an algorithm that takes a problem as input and returns a solution to the problem, usually after evaluating a number of possible solutions. and separated search results into individual content categories. Forefield has also added advanced printing capabilities into Forefield Advisor through its partnership with NetGram, a commercial printer. NetGram's print service combines high print quality with low cost and no minimum order size to offer financial advisors personalized full-color duplexed print copies of any two-page concept piece. "Today's release adds tremendous value to the platform for existing customers and extends Forefield Advisor in two important dimensions - print and e-mail. As our client base and utilization rates grow exponentially, we continue to find ways to grow usage among our current client base as well as attract new clients based on our broader capability set," said Brent Delehey, President and Chief Executive Officer of Forefield. Advisors wishing to learn more about Forefield Advisor or any of Forefield's other products can sign up for a free trial at www.forefield.com. About Forefield Established in 1997, Forefield is the foremost provider of real-time sales, education, and client communication solutions for financial institutions and their advisors. Forefield's web-based solutions facilitate the communication of client-centric financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against knowledge and advice that is current, concise, and compliant. For more information, visit www.forefield.com. |
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