Software includes coaching modules
Wellington West selects Varicent to replace legacy compensation system
Software will help instructors oversee CFP students
Toronto-based Macquarie Private Wealth has agreed to purchase software from PriceMetrix to support its Canadian practice management efforts, PriceMetrix said Tuesday. Terms of the deal were not disclosed.“The ValueOne Program is a strategic investment that demonstrates our commitment to providing substantial resources to advisors to help them build their business,” says Bruce Kagan, CEO, Macquarie […]
Software helps advisors optimize retirement income sustainability for clients
Advisors achieving meaningful results, firm says
> FirefoxThe latest version of this open-source browser features customizable themes and a “Web ID” feature designed to give you easily understandable information about any website you visit.www.getfirefox.com> FlockBased on Firefox, Flock is a Web 2.0 browser in the truest sense. It features built-in integration with popular social-media services such as Twitter, photo-sharing and blogging […]
Mozilla Firefox and Google Chrome are among products that offer various features for security and convenience
New solution to launch in March
Solution designed as an integrated desktop for financial advisors