has put its web-based wealth management service (WealthLine
) into general release. The service is intended to enable financial advisors to better collaborate and remain in touch with their clients. The San Francisco software firm has offered the services on a limited basis. Included as part of the early roll out were: Cardinal International, AMG Guaranty Trust, Retirement Capital Advisors and SOL Capital Management Company.
The service integrates investment data and financial reports from Advent's software applications and Advent TrustedNetwork data service with MSN Money Professional, Microsoft's Web-based advisor-investor communications service. By integrating Advent's wealth management solutions with MSN Money Professional, WealthLine allows financial professionals to deliver comprehensive financial advice, consolidated investment reports from multiple institutions, and other information to their clients through a personalized, private labeled, secure web site.
"WealthLine is answering the needs of today's financial professionals, who are catering to high net-worth investors with a variety of needs and interested parties. And an essential part of wealth management is excellent client service. Through innovations in operational efficiencies WealthLine offers our clients a very efficient and cost-effective communications tool to better target this market segment, and to ultimately enhance the level of service they provide to their clients," said Brian Bailard
, vice president of Advent.
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