Financial Models Company Inc., a provider of technology services to the investment world, has launched FMCWealthNet, a new application that allows investment managers to produce reports, portfolio statements, graphs and analyses, and to interact with clients over the Internet.
FMCWealthNet delivers a package of services that can be used immediately. An investor can immediately find vital information using FMCWealthNet including:
> Portfolio valuations, graphs and charts
> Performance measurement
> Alerts on market developments
> Customized requests
FMCWealthNet also contains publishing and reporting tools that allow investment managers and their clients to analyze information in a variety of formats. The publishing tools let investment management professionals communicate with their clients individually or collectively on a regular basis through vehicles such as quick notes, alerts, updates, newsletters or detailed reports.
All this information and more can be shared in real time with FMCWealthNet’s Online Meeting. Both advisor and investor can simultaneously access common functions such as the client’s most recent statement, then discuss further instructions.
FMCWealthNet launched
Offers advisors and clients real-time interactive capabilities
- By: IE Staff
- May 11, 2001 May 11, 2001
- 09:40