System delivers transaction confirmations and compliance documents for new issue equity and fixed income products
New file sharing feature lets advisors work collaboratively with their peers
Independent full-service wealth management firms Wellington West Capital Inc. has confirmed the multi-year renewal of its PriceMetrix ValueOne contract across the firm’s network of 178 advisor teams. PriceMetrix is a Toronto software company that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunities, and enhance practice management. According […]
ClientCheck joins ValueOne productivity suite
Avoid clutter, use graphics and be prepared
Keep it simple, involve your team and try it out
“Software as a service” offers a variety of benefits, including easy access via a web browser, high-end data protection and significant cost savings. Here’s how you can take advantage of it for your financial advisory business
Productivity solution expanded to all advisors in 17 offices