Two new customer relationship management systems could help advisory firms save time and reduce overhead.
Distribution Solutions, which is being beta tested, is designed to help advisers solve several financial planning conundrums such as comparing lump sum payout tax consequences with rolling the assets into an individual retirement account.
The Money Management Institute’s board of governors this week approved the release and publication of the Account Origination and Maintenance Standards release Version 1.0.
Advisers are frustrated with current software options because they are difficult to integrate, hard to use and more complex than they need to be.
The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor.
Many advisory firms are already invested in and rely on the comprehensive and complex Worldox application for their document management needs. Now another company — Trumpet Inc. — has come out with an add-on program for Worldox that is meant to help simplify the scanning and accuracy of filing documents.
