PriceMetrix introduces FeeCheck for financial advisors
Angoss Software’s FundGuard now used by firms with over $1 trillion AUM
Firm holds first financial planning software training class in Hungary
Wealth Desktop implementation planned over the summer
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