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
Software will maximize operational efficiency throughout ATB’s derivatives business
Wellington West Capital Inc. and CCH Canadian Ltd. announced yesterday that they have entered a definitive agreement to license and install the financial planning software, FP Solutions, across the Wellington West organization as part of their integrated platform. As a result of the agreement with CCH, Wellington clients will benefit from a single client experience […]
Pennarun joins VersaBanq as director of software development
Software supports independent advice model
The right software can keep all team members up to date on all clients’ files
CCH, a provider of tax research, accounting and tax compliance tools, announced Friday it has contracted Financial Plan Advantage (FPA), a provider of comprehensive financial plans for advisors, to provide telephone planning support and live Web-based training to FP Solutions customers. “CCH is delighted to have FPA join our FP Solutions team,” said Kate Pattison, […]
New client takes AUA on Univeris wealth management platform to $64 billion