Arius OpenAdvantage allows advisors to perform same-day account opening
After the embarrassment of Vista, Microsoft’s upcoming Windows 7 offers improvements — both cosmetic and functional
Advisors can use newsletter and survey package with up to 20 clients free of charge
Link seamlessly transfers client information for the creation of financial plans
Canadian firm launches financial planning software in U.S.
Financial services software firm broadening Canadian offering
Advisor needs a solution that will integrate existing systems for client information, financial planning, client service
San Francisco-based WeatherBill has released a new technology solution that bundles branded third party weather insurance and weather derivative programs with a turnkey white label platform, the company said Tuesday.The WeatherBill White Label is a complete platform that automates weather coverage pricing, transaction processing, and risk management functions, and provides fully automated client, broker, and […]
New tool embedded in wealth management platform