Account size matters; youth counts
Version 5.6 released to Canadian users
Software firm has plans to release several tools in the next six months
Exempt Logic is designed to streamline work and increase transparency between dealers and issuers
Microsoft's new Windows 8 OS is here, along with a range of hybrid tablet/laptop computers to run it. Get ready for the "post-PC generation," in which traditional computer interfaces and formats evolve beyond what we're used to
Web-based platform addresses major challenges facing financial and investment advisors
Paperwork automation reduces errors and programming costs
Company marks launch with special pricing on software for financial planning professionals
New module lets advisors to review all major aspects of a client’s financial plan from a single platform
Software giant has taken a radical new approach with an operating system that combines tablet and Ultrabook features. It has increased data security and a tool that makes passwords easier to remember and tougher to hack