Where we've been. Where we're going.
Overlap® was founded in 1996 by Bill Chennault, who determined that within the mutual fund industry, there were no practical means for measuring the overlap of assets among funds.
Chennault began work on a software program to change that situation. That effort grew into the Overlap® proprietary software originally issued on floppy disk.
Overlap® was granted patent #5,930,774 on this program -- which has become a success story among both financial advisors and the national financial press. The patents on the software have allowed the company to continue developing more investment tools, such as bond fund and variable annuity analyses.
Kevin L. Fryer joined the company as President and CEO in March, 2000. Mr. Fryer has extensive experience in management of growing businesses - from start-ups to Fortune 100 companies with developing business units. Before joining Overlap®, Fryer served Andrews McMeel Universal, New Media, as Vice President of Corporate Development. He helped found and develop uclick, llc, a leading syndicate of online content. Prior to that, Mr. Fryer served Sprint Corporation for 10 years in various officer level positions helping position Sprint as a premier global telecommunications company.
William C. Chennault founded and developed Overlap® in 1996. Mr. Chennault has served as the Executive Director of Instructional Technology and Information Systems at Kansas City Kansas Community College since 1998. Prior to that, he held the position of Director of Academic Computing
Affairs at the college since 1983. He also held a tenured faculty position at Kansas City Community College from 1979 to 1983 and participated in developing an original local area network design. Mr. Chennault has been published on investment and computer related issues.
The company has developed two exciting strategic partnerships to help us improve our product and service offerings.
GreenSoft Solutions, Inc. provides a variety of high impact solutions for e-commerce, Internet, Intranets, and Extranets. Because of their vast e-business experience, GreenSoft can take projects through completion and implementation with a much quicker turnaround.
What it means for you
DST Systems, Inc. Vision, a financial advisor web site offered by DST Systems, will now include Overlap® mutual fund analysis software. Through Vision, an advisor may view their customer's mutual fund portfolio and then access the full array of Overlap's® analysis tools without a separate sign-on and without having to re-enter their customer's portfolio. With our product now embedded in Vision, you will be able to provide superior customer support and have a diversified sales tool at your
Our mission is to provide a product that will help you ensure customer satisfaction and help build and retain diversified portfolios for your clients.
If you would like to know more about Overlap®, please e-mail us at firstname.lastname@example.org.