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
An overloaded inbox can lead to wasted time and lost messages. Here are some tools to help you organize your e-mail
Application to be rolled out to 1,500 advisors in mid-2008
Advisors look to expand client portfolio analysis: survey
Regina-based mutual fund dealer, Partners In Planning Financial Group Ltd. has chosen a new software platform for its approximately 600 advisors across Canada. The company will now use Univeris Corp.’s Enterprise Wealth Management System (EWMS), a technology system that covers back office operations, front office management, retail product distribution and regulatory compliance. “We required an […]