Company Brief


Founded in 1995, Lync.NET delivers technology that automates and streamlines the preparation, collation and distribution of period end statements and other sensitive client documents. Lync's flagship product is PackMan™, a software solution that integrates reports from disparate applications allowing any combination of documents from the Microsoft Office suite and an unlimited combination of reports from Advent's Axys, Schwab's Portfolio Center or other portfolio management systems.


Markets Served


 

Asset Management

Family Offices

Financial Planning

Hedge Funds

Investment Management

Trust Banks

Wealth Management

 


Lync.NET's solutions have their strong foundation in the financial management industry; however the company's products are applicable to any industry where complex multi-application reporting is required.


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To learn more about Lync.NET, call us at 801-733-2635.





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PackMan™ has virtually eliminated the potential for human error in our reporting process. We have saved considerable time by implementing PackMan. Our reports are compiled in minutes, not hours. Our reports are printed, bound and mailed in hours, not days. Our reports are archived in CRM System, where they can be easily accessed by our Investment Advisers. PackMan is easy to use, and the one-on-one training leaves no question unanswered.

Charles E. Moore
Chief Compliance Officer
Barnett & Company
Chattanooga, Tennessee