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
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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 […]
Advisors no longer need to rekey back office information into financial planning software
Planner makes it easier to build a business plan from scratch
New software will streamline claims processes while delivering enhanced service to agents and policyholders