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The Latest Version of BankBroker is released Landmark Launches New Version of BankBroker FOR  Braintree, MA, January 14, 2008—Landmark Technology Partners today announced the launch of their latest version of BankBroker, Landmark’s breakthrough sales automation, servicing, and processing software. The release, implemented in the 4th quarter, was the final for 2007 and is one of a number of releases launched each year.
BankBroker, a cutting-edge data aggregation solution, is a "thin client" or web-delivered software solution built with enterprise technology components. New features include: User-driven settings, where the user interface allows for personalization. Enhanced search strings, which support searches on pure data (alphabetic) fields; a user can select options such as "begins with," "contains,", "exact match" and "ends with." 
Additional features include:
•separated suitability: an easier-to-see the suitability used—by account—for a contact as with the variety of products and securities—as this information is commonly different.
•electronic fax: eFaxTM, which allows for additional complete electronic form processing, is now offered on BankBroker after obtaining a wet signature. BankBroker currently supports electronic signature capture and now, the back office workflow capability can be initiated by the receipt of a fax. Image capture capabilities are now extended to this business functionality which will greatly reduce back office costs around paper, scanning and work resources. More viewing of more information.
Several improvements have been made to our viewers to give the financial advisors quicker (and more) access to contact and account level data saving them time and mouse clicks. More security settings. In the ‘role based’ security model deployed throughout BankBroker, there are new enhancements to further allow organizations to control what capabilities their end-users can exercise. Robert McGill, CEO of Landmark Technologies said: “We work closely with our clients to develop the upgrades and new features that are the most important in their businesses currently and for the future. We focus on two primary areas for each release: user improvements and expanded functionality. All product enhancements this fall have been very well received.”
About Landmark Technology Partners Landmark provides the financial services market with end-to-end solutions for contact management, account aggregation, electronic form/account processing, workflow automation and commissions accounting. Landmark specializes in solving front, middle and back-office challenges efficiently. For more information, visit: or contact Bruce Graham at 401-864-2725/ This email address is being protected from spambots. You need JavaScript enabled to view it.
Press Contacts: Cognito:Loretta Mock/Paul Damon +1 646 495 5550 Landmark at cognitomedia dot com


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