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
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