Retirement Management Systems, Inc., said it launched an asset
management program to help advisers manage the 401(k) assets of their
National Financial Partners Corp. and its subsidiary, NFP Securities,
Inc., recently launched NFP IndeSuite, a wealth management platform for
the independent registered investment adviser (RIA).
FCRC Apps, LLC, a software development firm, has announced the release
of version 2.0 of its Web-based application, eFiduciary.net.
Commonwealth Financial Network announced enhancements to its fee-based
asset management program for separately managed accounts (SMAs),
including a new unified managed account (UMA) option.
ProTracker Software, Inc., announced the launch of ProTracker Cloud, a
hosted remote client relationship management (CRM) solution.
SunGard has launched MyWealthSeries, a set of online financial planning
tools for advisers to offer their clients and prospects from their own
Schwab Performance Technologies (SPT), a provider of technology
solutions for registered investment advisers (RIAs), announced changes
to its pricing structure.
FundQuest said it has improved the ability of advisers to offer custom reports on demand.
SunGard said it enhanced its Roth IRA analysis capabilities for its
Wealth Station wealth management platform in order to accommodate new
SEI Advisor Network’s new Service Delivery Initiative aims to help advisers with
electronic proposal generation, statement and account level reporting,
and transaction automation.
Schwab Advisor Services unveiled enhancements, including a waiver of
fees for its merger and acquisition listing service, an online version
of its Scorecard tool, and a new client feedback product.
Following Charles Schwab’s lead, Fidelity Investments said it is
waiving and reducing some custody and technology fees for independent
Investment advisers who custody with Charles Schwab can now access a
Web site boasting more intuitive tools to manage client accounts.
Advisors Trusted Advisor now offers the Roth 2010 Conversion Package,
containing marketing tools, education materials, and a Roth conversion
Curian Capital, LLC, announced the launch of the Curian Custom Wealth
Platform, a unified managed household (UMH) solution offering investors
an aggregated view of their Curian holdings.
Pershing LLC said it has begun providing its introducing broker/dealer
and independent registered investment adviser (RIA) customers with
access to a performance reporting solution from Black Diamond.
Charles Schwab released a report outlining best practices for planning, selecting, and implementing customer relationship management (CRM) systems for independent investment advisers.
AdviceAmerica, a provider of financial adviser software solutions, announced the next generation of its AdvisorVision product.
Is most of your office life managed in Outlook? Well AdviceAmerica now offers a client relationship management solution that can be operated there too.
Geneos Wealth Management announced the latest improvement to its technology platform, Artesian CRM 3.0.