Heartbeat Software | Products - Heartbeat Presenter™ (Financial Services)

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	Presentation Management
		Life Sciences Solution
		Financial Services Solution
		Data Connectivity Module
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Presentation Management
Data Connectivity Module
Heartbeat Composer™

Heartbeat Composer - Data Connectivity Module To optimize the presentation management process, asset and private wealth organizations require the ability to tightly integrate with client accounting applications, reporting systems or external databases. Utilizing web services and XML, Heartbeat Composer easily accesses data from these sources and automatically populates slides or PDF pages with fresh content in real time, ensuring data integrity, formatting and styling.

Benefits

For Financial Advisors - Heartbeat Presenter's integration engine helps avoid the tedious, time consuming and often dangerous process of copying and pasting customer data. Once Composer is deployed, Financial Advisors can pull fresh content into customer specific presentations simply by selecting predefined options in dropdown menu items. Whether it's specific fund data, quarterly reports, or the latest company performance data, advisors can access any dynamic content with ease.

For Administrators - Administrators can create dynamic templates that map specifically to internal or external databases with changing content. Content synchronization can either be pre-scheduled or configured to operated on-demand. Composer templates ensure that integrated presentations follow corporate style guidelines and include only the most current and compliant data. Administrators can also restrict access to these templates and data feeds to their choice of authorized users.


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Tech Specs
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