Halbert, Hargrove/Russell - Advisor Services Group

Synth-Bank® provided the systems and business architecture for Halbert, Hargrove/Russell's new Advisor Services Group.

Halbert, Hargrove/Russell is an organization founded in the 1930's to provide financial advice to high net worth individuals. HH/R recently launched a new corporation, the Advisor Services Group, an application service provider (ASP) providing web, publishing, and knowledge management services to financial advisors.

Bryan Bell is the System Architect, prime contractor for technology abd development, and a contributor to the site's business model.

• Set up application provider services

• Set up a content management and publishing system

• Use Synth-Bank®'s Computer Aided Indexing to provide automatic check-in of documents to the content management database

The Microsoft NT operating system will be employed for the servers and Microsoft IIS Web Server. In addition, FileNet's Panagon E-Solution Suite will provide Publishing, WorkFlow, Acrobat, Document Management functionality and a very powerful content management engine.

A FileMaker Pro database will also be used to manage web content and the web pages of a database-driven web site. Synth-Bank®'s Computer Aided Indexing software will automatically generate the metadata and automate the document check-in process to the FileNet Panagon repository. A publishing system will also be created based on Adobe products.