SANTA MONICA, Calif. - Wilshire Associates' Mentor is a new interactive investment marketing support and client management system that typically is loaded on a laptop computer.
Mentor helps investment professionals organize sales data, evaluate the competition, manage existing relationships, research industry consultants and communicate more effectively with peers and clients.
Mentor is typically loaded on IBM ThinkPads provided by Wilshire. But Wilshire also will load the software on other personal computers.
Besides Mentor, Wilshire also includes the personal information manager Act for Windows. The Act program is pre-loaded with the Nelson's Directory of Investment Managers, Plan Sponsors and Consultants.
The program also includes Wilshire analytical programs, including the Wilshire Investment Universe, including style analysis, performance comparison, comparative characteristics, performance attribution, asset mix and 375 equity, fixed-income and international market indexes.
For further information contact Ed Robie or Bob Raab at Wilshire at (310) 451-3051.
NEW YORK - Telekurs AG has signed an agreement to sell Telekurs (North America) Inc., Stamford, Conn., and the majority of its assets to a management group led by Zilkha & Co.
A new company will be formed called Telesphere Corp.
Kenneth Marlin, president of Telekurs (North America) will be president of the new company.
Zilkha & Co. is a merchant banking and private investment company located in New York.
BLOOMFIELD, Conn. - Bank of Bermuda Ltd. has selected three systems of Securities Software & Consulting Inc., Bloomfield, to manage its international investment program: CAMRA for Windows, FOTOS and Performance Measurement.
CAMRA is SS&C's Complete Asset Management, Reporting and Accounting product; FOTOS is its Front Office Trade Operations System.
For further information, contact Peg Hargrave at SS&C at (860) 242-7887.
MALVERN, Pa. - Premier Solutions Ltd. has reached agreement to acquire National Investors Data Services, Southampton, N.Y.
NIDS was one of the first firms to provide sophisticated investment management and mutual fund accounting products. Its products include NIDS/Port, a portfolio management system. Premier offers asset management products including GLOBALPLUS and MAXIMIS.
Jay Mossman, president of Premier Solutions, said Premier will aggressively develop new NIDS products.
NEW YORK - NBC Desktop Video now offers transcripts of breaking business and financial news airing on its NBC Professional.
NBC Pro provides exclusive live interviews with key market players. A full package of transcripts of all events airing on NBC Pro can be delivered electronically to subscribers' personal computers. On their personal computers, subscribers can search financial interviews and news events. Transcripts will be available about 20 minutes after airing.
For information, contact Paul Lief Rosengren at NBC at (212) 664-2756.
BOSTON - Seven investment operations that have more than $15 billion under management have chosen Thomson Investment Software's PORTIA, a portfolio management system.
The seven are Techint Inc., New York; Natwest Investment Management, Boston; Warburg Pincus Counselors, New York; People's Bank of China, Beijing; Arab Malaysian Merchant Bank Berhad, Malaysia; SCB Securities Co. Ltd., Bangkok; and Siam Commercial Bank Securities Co. Ltd., Bangkok.
PORTIA automates the trading, analysis and operations of more than 300 money managers.
More information can be obtained by contacting Bob Leaper at (617) 345-2672.
