Portfolio

Common Thread

Common Thread is our flagship product designed to address the core knowlege management needs of any professional organization. This product has evolved over the past 7 years into a stable, powerful and easy to learn and use system. Common Thread makes it possible to connect everyone's activities to desired orginization goals. All users can check status of Projects and Opportunities, easily share knowlege, and make informed decisions in real time. Built into the system is accountability for all users from top management to new associates.

Rapidan

Rapidan is the second product created by IdeaWeavers for the Group Self-Insurance Property and Casualty market.This insurance management system has 4 key modules:Underwriting, Policy Management, Financial Management and Claims. These modules can be purchased seperately or combined as a complete system. Visit Rapidan Tour for more information.

Custom solutions based on Common Thread

IdeaWeavers also uses Common Thread to build other products and custom solutions for clients. Below are 3 systems derived from the Common Thread platform.

Schoolworks

SchoolWorks develops accountability systems, conducts school quality reviews and supports school improvement planning. The SchoolWork's portal is built using the Common Thread core and the knowledge and processes of SchoolWorks.

Portfolio Modeller

Developed for Leerink Swann, the Portfolio Modeller is an application to allow Money Managers to build model portfolios according to asset allocation theory and to manage their clients' discretionary accounts more efficiently. The system pulls account data from a Clearing Firm such as Pershing or Bear Strearns every night. This data is used as the basis for determining required equity transactions on client accounts.

SOS Smart Office Suite

Smart Office Suite is designed for Financial Planners to manage their offices more efficiently and with more consistent quality of work. SOS combines elements of Contact Management, Process Workflow and Financial Transactions. Please visit Smart Office Suite for more information.