New solution to launch in March
Solution designed as an integrated desktop for financial advisors
Web-based community edition supports four languages
More resistant to crashes and viruses, the Mac is an attractive and stylish alternative to Windows
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.