The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Everything in its Place Not Rated 4.0 Email Routing List Email & Route  Print Print
Wednesday, July 31, 2002

Everything in its Place

by: Tony Pennino

Datalynx is launching a new account aggregation service that will assist advisors seeking to get a complete look of a given client's investing universe, Dean Rodewald, director of client services, told the MutualFundWire.com. The service will be available to investors as well.

"The aggregated account information gives the advisor's client a daily snapshot of his or her assets and liabilities and helps to keep track of a full range of financial information," stated Skip Schweiss, vice president at the firm. "A client can give the advisor access to all or part of the aggregation account so the advisor will have a more complete picture of a client's financial life. This is information advisors need to help their clients."

Advisors who are already apart of the Datalynx network can offer their clients the option of hopping onto the service. When an aggregated account is set-up, the system seeks out all of the accounts a client had inputted and provides a one-page overview of those accounts. This could include anything available online include mileage programs.

"This is really a service for both investor and advisor," Rodewald explained. "The advisor will have oversight capabilities if the investor wants. These are turbulent economic times, and the more information an advisor has, the better that advisor can help investors."

"We are holding regional meetings with advisors. We are getting the word out to them. We are making the account aggregation service available only through them. We are going to include the service in a number of marketing campaigns and direct mail pieces," the executive continued.

Financial advisors can access this service through a host website. Or, they can create this system on their own website and brand it there. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use