News & Events
Metavante Integrates Leadfusion’s Classic Calculators into Portfolio Online Product OfferingJune 14, 2007
San Diego, CA (Thursday, June 14, 2007) – Leadfusion today announced that Metavante Corporation, a leading provider of banking and payment technologies for financial services firms, has integrated its Classic Calculators into the Metavante Portfolio Online product delivered through its Investment Technology Services business unit.
Metavante’s Portfolio Online offers self-directed investors, third-party investment managers and traditional trust customers a multi-faceted approach to online, real-time access to their investment account information. Key features of Portfolio Online include new and expanded options for viewing transaction activity, portfolio holdings and financial summary information. Added to the next release of Portfolio Online are Leadfusion Classic Calculators covering topics such as IRAs, Asset Allocation, Bonds, Stocks, Mutual Funds and Small Business.
“Our agreement with Leadfusion not only allows our clients to compete head-on with other financial providers, it may also give them a competitive advantage when compared to other trust organizations,” said Brian Robinson, senior vice president, Metavante Investment Technology Services. “By incorporating valuable features such as real-time stock quotes and stock watch lists and now Leadfusion’s Classic Calculators, Metavante is continuing to help clients expand their offerings and give end customers more control and insight into their information.”
Leadfusion’s Classic Calculators help consumers research their financial options, purchase decisions and important financial questions, such as ‘Which [investment path] will provide the most retirement income?’ or ‘How much do I need to start my business?’ “Consumers are increasingly more sophisticated and are doing more and more financial research on their own,” said Christopher Cunningham, Leadfusion CEO. “By integrating Leadfusion’s Classic Calculators into its Portfolio Online product, Metavante is delivering a proven solution that can help Portfolio Online users get the most out of their banking relationship,” continued Mr. Cunningham.
Metavante Corporation delivers banking and payments technologies to over 8,600 financial services firms and businesses worldwide. Metavante products and services drive account processing for deposit, loan and trust systems, image-based and conventional check processing, electronic funds transfer, consumer healthcare payments, electronic presentment and payment, and business transformation services. Headquartered in Milwaukee, Metavante (www.metavante.com) is wholly owned by Marshall & Ilsley Corporation. On April 3, 2007, Marshall & Ilsley Corporation announced its plans to split Metavante Corporation and Marshall & Ilsley Corporation into independent publicly traded companies.
About Leadfusion, Inc.
Leadfusion, Inc. is an eMarketing software company serving financial service providers since 1995. Leadfusion software solutions capture, cultivate and convert online leads that facilitate the sale of financial products and services. Over 250 financial institutions, including 16 of the top 20 U.S. banks and two of the top three U.S. insurance companies, use Leadfusion eMarketing solutions. The company has corporate headquarters in San Diego, California.