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
Camilion Solutions, a provider of policy administration systems and Discoverture Solutions have formed a an alliance to deliver software solutions that will help property and casualty insurers drive down costs and grow profitably, the two companies said Tuesday.The alliance combines Toronto-based Camilion’s Authority Suite, a highly configurable rules and tools-based policy administration system, with Discoverture’s […]
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Tools designed to help advisors help clients
Tool lets advisors screen more than 3,000 segregated funds