Windward Showcases Investment Document Templates in AutoTag


Boulder, CO – Windward, the document generation and enterprise reporting giant, has released a new set of investment document templates. Shipping within the latest version of the AutoTag document generation software, the templates facilitate the display and analysis of tax, investment, retirement and other personal financial information.

A sample investment fact sheet from Windward

A sample investment fact sheet from Windward

The templates enable the user to quickly access up-to-the-second data securely and efficiently. They also allow for the inclusion of boilerplate text, company logos and contact information through easy drag and drop. In addition, the templates offer key data visualization features such as detailed and highlighted tables, color-coded pie charts, and predictive line and bar graphs.

“Even the best data capture and organization is useless if the final report is inaccurate or hard to understand,” said Shirley Clawson, CEO of Windward. “These templates allow investment companies to even better serve their clients through meaningful, easy-to-grasp reports that provide their customers with the knowledge they need.”

The featured AutoTag templates include a sample investment fact sheet complete with investment objectives, strategies and risk analyses, a detailed sample custodial statement, a retirement services plan investment fee disclosure, an investment options comparison sheet, and a tax reporting statement with information for Forms 1099-B and 1099-DIV for the United States Internal Revenue Service.

AutoTag is an add-in for Microsoft Word and Excel. AutoTag users can use these investment document templates as the basis for their own reports by connecting them to virtually any data source, including SQL, XML, Excel spreadsheet and proprietary data repository. Reports and documents are generated in the Windward Engine, which is available for .NET or Java, or via the web-based Javelin server. The final product can be output in a wide range of formats, including DOCX, XLSX, PDF, HTML, direct to printer, RTF, XLS, WordML, TXT, and CSV.

Get more information or download a trial version of AutoTag.

About Windward

Windward delivers powerful reporting and document generation solutions for enterprise or OEM use. Businesses worldwide create custom reports better, faster with data intelligence made easy. Windward has been delighting customers – technical and non – since 2004.

Press Contact:
Annette Grotz, Marketing Manager
303-499-2544 x1191

Return to Main Press Release Page