We are introducing a new platform for tailored “editions” that support our key market segments, with features and options that cater to the specific needs in the Corporate, Private Equity, Advisory Services, and Commercial Lending arenas. Today we are announcing an edition tailored to the Advisory Services market.
As part of the new ClearFinancials® 2010 platform, we have improved our user interface to provide even greater consistency with evolving UI breakthroughs from Microsoft Office, Excel, and Windows 7. Also included in ClearFinancials® 2010 are many breakthrough new features that keep ClearMomentum the clear leader in practical business intelligence.

ClearMomentum is pleased to introduce our Advisory Services Edition. This powerful new edition is available to business advisors – CPA Firms, Turnaround Managers, Consulting Firms, etc. – and is the only software platform on the market today that enables the delivery of packaged advisory services from a single data repository across a diverse portfolio of clients. Advisory Services Edition 1.0 extends the power of ClearFinancials® and makes it the application of choice for Advisory Service professionals.

The new look of ClearFinancials® 2010 begins on your desktop – if you are reading this note, the new icon has already been deployed.

As a means of communicating changes in upcoming releases, release notes will be available for reference immediately upon downloading any new version of the software. MAJOR releases will be preceded via personal email containing Pre-release information as required.

A newly designed user interface for ClearFinancials® 2010 has been deployed to enhance the overall user experience by leveraging the latest in UI technology from Microsoft. Subtle changes have been made to the layout of the primary Analytics screen, most notably the location of the statement tabs. Income Statement, Balance Sheet, Cash Flow, Non-Financials, Sources and Uses, Statement of Change and Metrics tabs are now located BELOW the primary graph at the bottom of the application.

ClearFinancials® 2010 contains a great new tool designed to address the need to more efficiently manage expanding reporting content. In the reporting section, simply preview and save any report. Once complete, a live image of the report will be available (along with with a detailed description of its contents if desired) for preview and to aid in report selection.

This new features allow the ClearFinancials® 2010 user to turn standard reporting output into a “live”, editable PDF format. User Defined Reports created as eForms can be distributed via e-mail and edited by the recipient. Changes to the reports made by the recipient are then instantly saved to the ClearFinancials database and incorporated for future reporting or analytic requirements.

Significant enhancements have been made to the Administration module in ClearFinancials® 2010. User management, entity management and entity configuration capabilities have all been upgraded to aid in administrative tasks. The sweeping changes now available to CF Administrators may require additional product training. User training sessions are planned and will be made available in the coming days.

Another upgrade targeting data management personnel provides for a more efficient means of loading diverse sets of data. New “Data Load Profiles” can be created to account for subtle differences between actual and plan/budget data sets, eliminating the need to change mapping attributes with each new update. This new feature is simple to utilize. Your customer service representative will be pleased to review the new process with a quick call.

While not immediately visible, an ACCOUNT ATTRIBUTE capability has been deployed that will allow the ClearFinancials® 2010 user to establish unique, secondary attributes to any account in the ClearFinancials® database. The unique attributes may then be queried or used as sort criteria to enable “pivot” functionality for reporting and analysis.

Acquisition modeling has been improved with the addition of a new modeling scenario. Users wishing to model potential acquisitions can now integrate “what-if” models with existing models and budgets. Acquisition models can be converted to budgets for ongoing assessment.