SOURCE: Capital Window Corporation

Capital Window Corporation

May 03, 2011 12:38 ET

Capital Window Partners With StillPoint to Introduce Affordable Portfolio Software to Investment Advisors

Integrated Enterprise Technology Manages Clients and Portfolios in Real-Time

SAN DIEGO, CA--(Marketwire - May 3, 2011) - Capital Window Corporation, the leader in end-to-end investment packaging and business services, announced a strategic partnership with StillPoint Holdings, Inc., owner of the first fully customizable turnkey advisor-centric wealth management software Agile -- The Advisor Control Center platform. StillPoint contracted Capital Window to better position the company's investment opportunity for capital markets. The new capital will be used for marketing and integration of their proven portfolio and client technologies into the financial advisor community.

Capital Window provides complete capitalization, branding, sales and marketing, and strategic business development and implementation services for entrepreneurs in various industries that qualify based on stringent revenue-readiness factors. Each company is evaluated prior to engagement using the Capital Window modularized business packaging process and scoring system. Capital Window has served more than 180 businesses to date.

"We chose to partner with StillPoint Holdings because of the performance scoring of their advanced customized financial solutions and their ability to meet intense market demand," said Thomas Carter, CEO of Capital Window. "Our partnership is instrumental to Capital Window's technology integration efforts which provide advanced real-time dashboard portfolio management solutions for all Capital Window clients."

Independent financial and wealth management advisors utilize StillPoint software to integrate three critical investment functions in one efficient program for highly custom client portfolios: client plan and proposal; client wealth and portfolio administration; client review and reporting. The proprietary technology enables advisors to maximize efficiencies in business management and time spent building profitable relationships while dramatically decreasing administrative work and costs.

"The Capital Window team was able to quickly sift through the complexity of our industry and add real value to our capital raising process," said Greg Leekley, founder of StillPoint Holdings, Inc. "Their experience and process helped translate our plan into a concise and understandable investment opportunity without oversimplifying the assumptions and details of our business."

About Capital Window Corporation
Capital Window Corporation deploys end-to-end marketing and consulting services to help launch and support businesses that meet strict criteria as investable entities. The corporation has served more than 180 clients in various industry segments including green and clean technologies, healthcare, sports, media, entertainment, finance, technology and more. Capital Window Ventures, Capital Window Fund I, L.P., Venture Target and Investor Section are supporting technology and financial services within the Capital Window Group. Capital Window Corporation was founded by Thomas Carter, a seasoned entrepreneur with over 25 years of experience in new product innovation, start-ups, multimedia, marketing and corporate finance. The company is privately held and headquartered in Vista, California. CapitalWindow.com

About StillPoint Holdings, Inc.
StillPoint Holdings, Inc. is a Delaware C-Corp founded in December of 2010 by investment advisory veteran Greg Leekley. StillPoint Holdings' proprietary software and technology provides enterprise middleware management solutions to the family office and investment advisor community.

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