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

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

Rating:One Tool, Many Functions Not Rated 5.0 Email Routing List Email & Route  Print Print
Monday, December 29, 2003

One Tool, Many Functions

by: Nicole Halsey

Shareholders Service Group, Inc. has teamed up with Investigo Corporation to provide a new reporting platform for advisors using its system.

The new platform will merge five normally separate advisor functions onto one platform. Now, advisors can do performance reporting, cost basis maintenance, daily data update and reconciliation, management fee billing, and contact management functions enabling advisors to produce performance reports for any time period, compare performance with most indices, maintain cost basis and tax lot information or create periodic management fee invoices using one tool.

The program is $150 a month for advisors with a nominal charge per account. Advisors can also allow their clients to log in and view their accounts, reports and other related documents that the advisor has prepared.

SSG's brokerage account data is automatically updated daily. Investigo offers direct interfaces with MoneyGuide Pro, Morningstar Principia, and Laser App. Training and support of the new service will be provided through Shareholders Service Group.

Shareholders Services was co-founded by Peter Mangan, president and CEO, and Bob Reed, executive vice president and CFO. Mangan developed and grew the advisor services group at Jack White & Company in the early 90's, and was an executive vice president in charge of TD Waterhouse Institutional Services, where he launched the advisor technology platform, VEO. Reed was a co-founder of Jack White & Company in 1978, where he was the chief of operations, finance and compliance. 

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

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q4Q3Q2Q1
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:
Raw XML
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