NEW YORK, July 10 /PRNewswire/ --
Xeye, the leading provider of wealth management software and solutions to
the financial services industry, is pleased to announce that Alexandra &
James, a new wealth management company that will provide high net worth
investors with a comprehensive suite of financial services including bill
paying, organization of all aspects of personal financial planning, and
coordination with other financial providers, has selected Xeye's
WealthManager as their wealth management platform.
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Since 1925 the Lebenthal family has played a prominent role in the
financial services industry. Through their growing new venture, Alexandra &
James is targeting a select set of discriminating investors that are looking
for high touch service and varied product offerings. Xeye's WealthManager
platform will help them grow their business through its advanced relationship
management, portfolio management, and client reporting. WealthManager will
help the firm's advisors offer high touch family office services.
"Alexandra and James' decision to select Xeye confirms our belief that
there is strong demand for the Xeye solution at high end of the U.S. wealth
management industry," said John Fennelly, Xeye's Managing Director of U.S.
Operations.
Alexandra & James selected Xeye's WealthManager because of its breadth
and depth of functionality and proven reliability. "We looked at a number of
providers and felt that Xeye would give our clients the most comprehensive
view of their finances. We are excited to be partners with Xeye in this
exciting new chapter of the Lebenthal family!" said Alexandra Lebenthal,
President and CEO.
"We are delighted that Alexandra & James selected Xeye's WealthManager as
their platform for cultivating client relationships, managing assets, and
providing superior client service," said Craig O'Neill, President & CEO of
Xeye. "WealthManager's integrated suite of essential tools for advisors will
help Alexandra & James grow their business rapidly and cost-effectively."
About Alexandra & James
Alexandra and James was founded in October 2006 by Alexandra and James
Lebenthal to provide investors with US$2-US$20 million with comprehensive
investment and financial administration services. The company also has a
focus on municipal bonds. www.alexandraandjames.com
About Xeye
Founded in 1993, Xeye supplies advanced technology solutions to the
wealth management industry. Xeye's WealthManager provides 360-degree views of
all client information, advanced portfolio management tools, proposal
generation, portfolio modeling, client reporting, team based workflow, and
continuous client review capabilities. Xeye's services oriented architecture
provides for seamless data integration. www.xeye.com
CONTACT INFORMATION:
Lara De Vido
VP Marketing
Xeye
+1-212-869-3034
ldevido@xeye.com
Web site: http://www.xeye.com
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