Administrative Systems, Inc.

Administrative Systems, Inc. (“ASI”), founded in Sacramento, CA  in 1972 is the leading provider of innovative software and services used to facilitate retirement benefit disbursements and related item processing.

Banks, trust companies, benefit plan administrators, and multi-employer/union organizations use ASI’s solutions to manage retirement benefit disbursements, tax processing and other reporting, and secure document distribution - from automating payments and maintaining payee records to secure print and mail fulfillment.  ASI’s Software as a Service (“SaaS”) offering helps its customers improve operating efficiencies, increase customer satisfaction and support the growth of their businesses.

The Company’s blue chip customer base includes many of the best known trust organizations in the U.S. such as Charles Schwab, US Bank, BB&T, M&T, Citizens, Commerce and Union Bank with relationships extending as far back as 24 years.  Management estimates that in the next year, ASI and its SAS70 compliant proprietary systems will prepare, disburse and report on benefit payments totaling $12-$16 billion on behalf of 13,000 plans with more than 10MM participants and 1.3MM payees, producing over 6 million printed documents.

The Company’s primary offering is ASIPayTM, a self-service SaaS platform that provides complete, online management of benefit disbursements and tax reporting.  Transaction processing administered through ASIPayTM, is supported by two enterprise data systems: PCITM, a hosted software and database system for recurring (Periodic) disbursements and CTRPayTM which handles one-time (Lump Sum) distributions.  The Company maintains a highly automated, secure print and fulfillment operation and a co-location data center in Sacramento.

Aplifi, Inc.

Aplifi,Inc. (formerly known as Blue Frog Solutions), based in Pompano Beach, Florida, is a leading technology solutions provider that focuses on the life insurance and financial services markets. Aplifi offers solutions that facilitate more insurance transactions that are compliant and “In Good Order,” driving increased business. To date, more than $16 billion in deposits have been processed through Aplifi’s AFFIRM platform. Aplifi’s products include AFFIRM for Annuities, AFFIRM for Life, InsureSocket, I-Relay and PolicyBox. Aplifi simplifies selling insurance.

AFFIRM™ for Life is a user friendly, “Order Management” system designed to integrate multiple carrier's complex product rules with a Distributor's processing to generate life new business transactions that are "In Good Order” (IGO). The system is designed for both the financial advisor and the insurance professional while promoting “Straight-Through-Processing”. AFFIRM™ for Life reduces time to issuance and speeds up commission payouts while increasing life insurance sales.

AFFIRM™ for Annuities is a dynamic “Compliance and Order Management” system that integrates a carrier’s complex product rules and form requirements with a distributor’s point-of-sale order entry and compliance workflow. The system’s user-friendly interface, dynamic business rules, and fully configurable approval workflow, generate “In-Good-Order” (IGO) applications, meaning lower cost, higher sales rates and quicker payment of commissions.

PolicyBox is an electronic policy and post issue document delivery system designed specifically for the insurance and financial markets. The patent pending process offers the unique ability for everyone in the distribution channel to easily brand and add supplemental documents for cross selling and up selling opportunities. While implementing PolicyBox is a “green” initiative, a portion of PolicyBox revenue also goes to support environmental efforts through non-profit organizations.

I-Relay is a web based client management and marketing system for insurance and financial organizations. I-Relay integrates with more than 400 of the country’s most respected general agencies for real time pending business updates. In addition, I-Relay comes fully loaded with hundreds of pre-designed sales and service letters, marketing campaigns, and business rules.  No other system on the market offers the dramatic positive impact like I-Relay.

Connexin Software, Inc.

Connexin Software, Inc. is the leading provider of electronic medical records and practice management systems for use in pediatric clinical settings.  

Since 1995, its Office Practicum product has provided innovative solutions to hundreds of medical practices in over 40 states and throughout the Caribbean, ranging from solo providers to hospital-based clinics.   

Office Practicum is the leading, ONC certified, solution to the real challenges of pediatric practices.  It streamlines all the processes with an integrated Pediatric EMR/EHRsolution and pediatric practice management system.  The integrated Pediatric Patient Portal increases practice productivity and improves the patient experience.  

Connexin is not just the company name, it identifies what is really important: connections to patients, hospitals, labs, providers, and registries.  

Connexin maintains primary offices in New York City, suburban Philadelphia, and central California.  For more information visit www.officepracticum.com.

DocuTap

DocuTAP provides urgent care practices with an innovative approach to workflow management. Its flagship product, DocuTAP’s EMR and Practice Management software, fully integrates practice management and electronic medical records capabilities in one complete system. 

While other EMR companies attempt to shoehorn existing, multi-specialty products into the urgent care setting, DocuTAP’s rich software adapts for each urgent care clinic, offering the best fit for everyone – from a multi-state chain of clinics to a brand new startup.

DocuTAP software features automated and customizable tools that enhance healthcare providers' ability to deliver and manage patient care. Our experienced, knowledgeable staff is committed to improving the delivery of high-quality healthcare. 

For more information visit www.docutap.com

Innovest Systems, LLC

Innovest Systems, LLC was founded in 2000 and is based in New York City. Innovest provides technology-driven solutions to trust and wealth management companies. Innovest's flagship product, a trust accounting and reporting system, is a secure, integrated, real-time, accrual based system offered in an Application Service Provider (ASP) environment. The product is a browser-based open system that comprehensively addresses the needs of trust companies, banks, private banks, retirement plan administrators and others that need to control, account for, and report on assets held in trust accounts.

In addition to providing a state-of-the-art solution to traditional trust market participants, Innovest is at the forefront of providing tightly integrated trust technology to the broker and investment advisor communities. With tens of trillions of dollars worth of assets transferring between generations over the next few decades, large broker and RIA providers have looked to Innovest to provide them the ability to administer trust accounts seamlessly integrated with managing what have historically been brokerage only accounts.

Now with more than $110 billion administered on its systems, Innovest has grown quickly to be one of the largest providers of trust accounting technology, measured by market value of clients’ assets held.

Innovest’s clients range from smaller independent trust and wealth management companies to the world’s largest global financial services firms.

Wealth Management Systems, Inc.

Wealth Management Systems Inc. (WMSI) is the leading provider of technology based rollover products and services within the financial services industry. WMSI’s Rollover Solutions Network ® integrates the processing platforms of Third Party Administrators and the account opening systems of IRA providers, enabling exiting employees to open IRA accounts in a single, real time IRA rollover transaction. WMSI significantly streamlines the rollover process for participants while addressing the unique needs of IRA Providers, Financial Advisors, TPAs, and Plan Sponsors within the rollover marketplace.  WMSI currently services over 40 network clients and is projected to process over $1 billion in participant IRA rollovers in 2009.

WMSI’s key services include:

Web Application

• Integrates IRA services at the plan level so they are directly accessible to participants
• Provides a choice of IRA and Annuity options including proprietary investments
• Creates a simple roundtrip rollover process flow
• Minimizes participant’s time out of market and reduces cashouts

Call Center Application

• Integrates participant data across various platforms into a centralized Call Center application
• Enables Rollover Specialists to access participant data in support of IRA account openings
• Supports asset retention initiatives of key financial institutions

Mandatory/Terminated Plan Rollover Services

• Automated EGTRRA rollover solution for terminated participants with balances between $1,000 and $5,000
• Supports rollovers for lost or missing participant accounts
• Provides a choice of four IRA options (The Bancorp Bank, E*TRADE Financial, Matrix/MG Trust Company LLC and Merrill Lynch)
• Paperless IRA account opening process flow

Financial Advisors can define unique rollover servicing strategies to implement across TPA platforms and:

• Proactively market IRA services directly to targeted participants
• Select the IRA options to be presented to participants
• Establish account threshold for direct rollover referrals
• Monitor and track rollover activity across all plans
• Enhances asset retention and revenue opportunities