Integrated platform will allow advisors to view TFSAs alongside othe registered and non-registered assets
PlanPlus Web Advisor rolled out to credit unions
The Standard Life Assurance Co. of Canada has licensed Morningstar Hypothetical Illustrator for use by its team of wholesalers. The software is a part of a set of tools that integrate Morningstar technology and data for specific task-oriented applications. The Standard Life edition has been configured to include Standard Life’s marketing collateral as well as […]
Industry veteran Bristow to lead financial software firm’s expansion into Canada
PowerPoint is useful, but the audience is there to see you, not slides
Investment firm selects Toogood Financial Systems
PriceMetrix announced today that GMP Private Client L.P. has signed a multi-year agreement to continue its use of the PriceMetrix ValueOne Program.“The commitment to renew our relationship with PriceMetrix was an easy one because the value is there,” says James Werry, CEO of GMP Private Client.“Our investment advisors have been using the PriceMetrix ValueOne Program […]
Angoss Software Corp. and Dalbar, Inc. today announced the formation of a strategic partnership to introduce L’Attitude, a co-branded financial advisor analytics solution.L’Attitude combines Dalbar’s financial advisory survey capabilities with Angoss’ advanced predictive analytics analytics system for the mutual fund and wealth management industry.The new product is designed to address the requirements of mutual fund […]
Product fosters collaboration between estate owners, executors and advisors
Firm to roll out investor portal