Site Connects Advisers with HNW Companies, Retirement Plans

SLM Holdings, Inc., a financial software company, has launched an online network that provides financial professionals access to information concerning high-net-worth individuals, their companies, and their retirement plans.
The service tracks new executive appointments, promotions, insider transactions, and merger and acquisition activities, and allows users to create mailing lists and daily e-mail alerts that deliver updated information.
According to a press release, data from can also be directly imported into existing contact management systems.
“We believe is the most comprehensive prospecting service available for financial professionals,’ said SLM Chief Executive Officer Jason Bishara. “In many cases you can tell exactly when one of your clients has a liquidity event, how he did it, and for how much. The online network offers unique key benefits to each user, allowing users to optimize business analysis and increase sales productivity by providing research tools for the specific market. In addition, has a feature that will seamlessly download all information into SLM’s ACT! For Financial Professionals product.’