Agreement covers technical integration as well as licences
Deal extends support for current technology platform until 2012
Financial planning software added to WFM portal
Web technology delivers practice and relationship marketing management technology to advisors
SOLA created by Montreal Exchange
Web Advisor integrated with back office
CIBC Mellon Global Securities Services Co. today announced enhancements to Workbench, its browser-based tool for the delivery of fully electronic financial reporting to plan sponsors and institutional investors.CIBC Mellon says Workbench provides key asset servicing information such as real-time cash data, custody, accounting and performance, analytics, securities lending and benefit disbursements. The enhancements include: Workbench […]
Software allows advisors to expand skill set
Software connects sales force, management
Calculator addresses new 2005 actuarial standard