PPM America Deploys Varden's eReportalDeck Platform for Data-Driven Pitchbook and Marketing Content Automation and On-Demand Production

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PPM America Deploys Varden's eReportalDeck Platform for Data-Driven

Pitchbook and Marketing Content Automation and On-Demand Production

BOSTON, March 10, 2014 /PRNewswire/ -- Varden Technologies, a provider

of investment client reporting, data-driven pitchbooks, and

information delivery portals, announces another successful

implementation of its eReportalDeck platform. $98-billion PPM America,

Inc. has deployed eReportalDeck for data-driven marketing content

production. eReportalDeck is a sub-platform of the eReportal

application. Whereas eReportal is an open-ended approach to

workflow-driven, auditable, and interactive client communications,

eReportalDeck specifically focuses on data-driven pitchbook and fund

summary automation and on-demand production. The web-based platform

allows business users to inject privileged and validated firm-wide

data into native, editable, PowerPoint@ content. In addition, down and

end-stream users can assemble custom packages while gaining

proprietary pre/post-rendered controls of investment marketing and

sales content through web and tablet-based interfaces.

"Our produced content must be accurate while timely to serve our

marketing, sales and servicing teams. This is why we selected Varden

for their eReportalDeck pitchbook production software. We are happy

with the Varden team for their in-depth command of investment

marketing content. eReportalDeck is an installed application, giving

our business users full command of its capabilities. Because we are

not loading data externally or leveraging an outsourcing model, we own

the future of our content strategy with eReportalDeck," shares Sean

Kelley, Vice President of Middle Office at PPM America.

Based in Chicago, PPM America is an indirect subsidiary of Prudential

plc, a company incorporated in the United Kingdom, which is a publicly

traded holding company with $650 billion in assets under management as

of June 30, 2013. Neither PPM America, Inc. nor Prudential plc are

affiliated in any manner with Prudential Financial, Inc., a company

whose principal place of business is in the United States of America.

PPM America and its affiliates provide investment advisory and

management services to a variety of portfolio product types originated

by affiliates of its UK Parent, including Jackson National Life

Insurance Company in the US, a number of UK affiliates and Asian

affiliates. PPMA also provides services to other affiliated and

unaffiliated institutional clients, including collateralized debt/loan

obligations (CDO/CLOs), private investment funds, institutional

accounts and mutual funds.

Minh Nguyen, Head of Relationships, shares, "it was a pleasure to

partner with the PPM America team. As firms seek greater asset inflow,

we recognize their investments to empower Front and Middle Office with

information and content servicing and self-servicing platforms, like

eReportalDeck. Validating information is the job of the Back Office,

as well as specific facets of eReportalDeck. Once validated, however,

down and end-stream users will have the power to control and create

on-demand views and content by leveraging the exposed hierarchy of

enterprise data, information and content series."

"Our market footprint has grown from the idea that pitchbook and

content that exist in PowerPoint@ can simply remain so. eReportalDeck

deploys a toolbar inside standard PowerPoint@ to privileged end-users.

That toolbar houses a data dictionary for users to inject data-driven

content to populate alongside static content. With eReportalDeck,

at-risk and manually intensive content maintenance is reduced. Your

business users can generate data-driven pitchbooks and marketing

content," Donald McLeod, Varden's lead on the implementation,


About Varden Technologies

Varden Technologies is an investment technology firm, based in Boston,

MA. Since 1999, Varden provides data integration services as well as

proprietary software. In the consulting division, Varden implements

third-party systems across core disciplines of portfolio accounts,

performance attribution, compliance and trade. In the software

division, Varden offers eReportal, a platform for firm-wide data

aggregation/validation and reporting, complete with workflow guidance,

exceptions monitoring, and portal publication. eReportal has three

sub-platforms, each can be parsed for autonomous deployment.

eReportalDeck targets data-driven pitchbook and sales/marketing

content production. Matrix targets open-ended data and process

workflow guidance and exceptions monitoring. xPortal targets

down/end-stream interactive information delivery via a customizable,

secured, MVC-based portal framework.

www.VardenTech.com | www.PitchbookSoftware.com

Alexandra McSweeney Marketing Manager 77 Franklin Street Boston, MA

02110 617.482.5902 x306 | Email www.VardenTech.com |


Read more news from Varden Technologies.

SOURCE Varden Technologies

-0- 03/10/2014

/Web Site: http://www.VardenTech.com

CO: Varden Technologies

ST: Massachusetts




-- PH79548 --

0000 03/10/2014 12:30:00 EDT http://www.prnewswire.com

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