May 15th, 2011
Advisors Assistant® has been the leader in Client Management Software(CRM) since 1985. A powerful marketing tool that increases sales, streamlines office efficiency, and helps you build rapport with clients to keep them from straying to other advisors. Contact Management and Portfolio Management in One Powerful Program. Advisors Assistant’s innovative screens make it very easy to communicate with clients on a regular basis. Also tracks client investments, performance and downloads investment transactions from DST FAN Mail, Fidelity/NFS, LPL, Pershing, TD Ameritrade, Schwab and many others. Choose either the Web Based or the Computer Based Program. FREE 800 Line Support & Updates.
April 15th, 2011
Cornerstone Revolutions, Inc. provides independent investment professionals with the technology products and services needed to operate independently or with a staff. Cornerstone Revolutions provide their customers with relevant, customizable and scalable offerings that support their independence and grow with their business. Today, the vision for Cornerstone’s suite of PowerInvestmentTools goes beyond simply providing solutions advisors need to meet the daily challenges of doing business.
Cornerstone and MacroRisk have formed an exclusive alliance to offer
PowerAnalytics, an integrated, robust and affordable set of tools to help advisors improve investment performance and risk-exposure in different economic conditions. PowerAnalytics combines the data and reporting capabilities of PowerAdvisor with MacroRisk’s ability to manage risk specific to long term investors through patented, ground breaking measures.
April 1st, 2011
fi360® is the recognized expert on investment fiduciary responsibility and offers advisors and institutions comprehensive fiduciary education and technology solutions that comply with the industry-recognized Prudent Practices for Investment Fiduciaries, the cornerstone of the fiduciary standard.
The fi360 Toolkit for Advisors is a powerful web-based analytical and reporting software solution that offers more than 20 different areas of functionality to help advisors deliver fiduciary-quality asset allocation, portfolio construction, and performance reporting services to their clients. Its powerful investment research capabilities incorporate Morningstar data to deliver detailed performance information on every option in a client’s lineup, as well as a proprietary fi360 Fiduciary Score® that rates its suitability as a prudent investment choice.
fi360 and MacroRisk Analytics have formed a strategic partnership that provides MacroRisk subscribers 10% off their first purchase of the fi360 Toolkit for Advisors in addition to a 10% discount on the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst® (AIFA®) Designation Training programs. The AIF and AIFA Designation Training programs offer the most comprehensive education available on investment fiduciary responsibility and are delivered to thousands of investment professionals every year. MacroRisk subscribers can take advantage of this exclusive fi360 offer by using the partnership code found in the “My Account” section of their MacroRisk portal. For more information, call 866-390-5080 ext.228 or email solutions@fi360.com.
March 15th, 2011
Sabrient Systems is a leading independent equity research firm specializing in custom quantitative investment strategies. Sabrient’s strategies are used by hedge funds, mutual funds, and other professional money managers to create unique indexes that are tracked by exchange-traded funds (ETFs) and Unit Investment Trusts (UITs). Sabrient also provides independent research and tools, based on quantitative analysis, to institutional retail firms, and individual investors.
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