Windward Advisory Group Announces Release of Loan Manager Software

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New product automates related-party loan accounting

"Loan Manager was exactly what we needed to both automate the accounting process and provide a comprehensive database and reporting solution", Beth Lund, President, Palette Investment Co.

Windward Advisory Group, LLC, an investment industry technology and operations consulting firm, is pleased to announce the release of its new Loan Manager(TM) software package for wealth management firms, including single- and multi-family offices. This unique program automates the accounting, processing and reporting for inter-company and inter-entity loans. The system supports basic functions such as fixed and variable rate loans, multiple compounding periods, principal additions / paydowns, and interest payments as well as more advanced features such as loan rollovers, loan transfers and interest look-ahead.

“The Loan Manager(TM) is especially useful in the Family Office environment where individuals, partnerships and corporate entities typically participate in numerous and varied loans both as borrowers and lenders,” states Hugh Bagatelle, Partner-in-charge of the Loan Manager(TM) product. This system acts as loans sub-ledger which can be integrated with a client’s General Ledger and provides extensive history, audit trails and a robust set accounting, summary and projected cash flow reports.

Palette Investment Company recently implemented Loan Manager(TM). Beth Lund, President at Palette, states, “Our organization manages an extensive number of inter-entity loans. Prior to using Windward’s Loan Manager, all recordkeeping was accomplished using spreadsheets and an online service that calculated interest rates from manually entered data. The process was extremely cumbersome and time consuming. Loan Manager was exactly what we needed to both automate the accounting process and provide a comprehensive database and reporting solution. Loan Manager handles all of the details automatically with a minimum of manual input. In addition, the Windward team has been very responsive and has provided various enhancements to address our unique needs.”

About Windward Advisory Group
Windward Advisory Group, LLC is an investment and wealth management industry consulting firm specializing in technology and operations. Windward’s team of veteran, innovative professionals brings a unique blend of experience, technical expertise, software development and operational management skills to help clients build and improve their technology platforms and operational environment to better serve a sophisticated client-base. Windward Advisory is the preeminent brand consulting to the industry segment of family offices and wealth advisors serving ultra-high-net-worth clients.

We are known for bringing best practices, financial applications, practical operational solutions and right-scale technology to our clients - whether an established firm needing short-term problem solving or a complete re-engineering of operations and technology, or a new organization needing design and implementation of back office services.

For additional information, contact:
Hugh Bagatelle at hugh(dot)bagatelle(at)WindwardAdvisory(dot)com 908 420-5646
Ritch Gaiti at ritch(dot)gaiti(at)WindwardAdvisory(dot)com 609 466-5888
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