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Online Financial Advice for Customers of Leading Dutch Online Investment Bank
White Papers A leading online investment bank in the Netherlands needed to create an open, standards-based system for providing customers with independent financial advice regarding their investment plans. Advice is based on a wealth of market data, stock...
[September 21, 2006, 0:00]
Deliver the Comprehensive Financial Advice Your Clients Need With Polished and Accurate Reports
White Papers WealthSight specializes in delivering fully customized and hosted solutions that solve complex reporting requirements and workflow issues. Many advisors are using legacy flat-file portfolio accounting systems with limited calculation support...
[July 27, 2009, 1:20]
Abbey National in row with mortgage advice sites
News The Abbey National has demanded that a number of financial Web sites remove it from their comparative mortgage ratings, claiming the advice is "unqualified". The Abbey National says that making such recommendations amounts to providing financial...
[October 11, 2000, 8:39]
Financial Planning Services - A Boon for Banks
White Papers Most clients make their investment decisions or seek financial advice without providing sufficient information about their goals and requirements. Providing financial advice without insight into the customer motives is akin to medical assistance...
[May 1, 2009, 1:18]
Perfect Balance
Downloads This most common question is already answered by thousands of financial advisers. Actually, Perfect Balance presents a snapshot of your financial situation at a moment. They advice you to identify first where your money goes, and then monitor your...
[June 8, 2004, 8:00]
Yahoo! launches advice site
News Meanwhile, LiveAdvice-rival Keen, which is backed by eBay, went through a management shakeup last week, firing its chief executive and chief financial officers. s overall strategy of focusing on developing deeper, richer services, while maximising...
[April 30, 2002, 9:03]
Internet users 'at risk' from poor Web sites
News According to Consumers International, 49 percent of health and financial sites fail to give appropriate warnings, such as advising people to consult a professional before acting on their advice. Consumers International also warns that around half...
[November 4, 2002, 16:12]
'Archaic' IT prevents banks selling to females
News IT systems at UK banks are too "archaic" to target financial products to the lucrative female market, according to a recent study on banking from Accenture. More than half of the 1,000 female respondents to the Accenture survey said they are likely...
[April 12, 2007, 15:45]
Oracle's Bid for PeopleSoft: Update
News Meanwhile, we expect PeopleSoft and Oracle will continue with legal, marketing and financial moves to advance their respective positions. PeopleSoft's 3Q03 financial performance shows that the company has been able to focus on business as usual.
[December 10, 2003, 11:20]
Self Assured Consultancy Makes the Right Choice With the New HP Officejet Pro L7780 All-in-One
White Papers The Self Assured Consultancy operates in the often pressured business environment of financial services, offering independent financial advice to both private individuals and commercial clients. It places emphasis on delivering a high-quality...
[March 10, 2007, 0:00]
Browser Plug-in Delivers Rich Internet Applications for Line-of-Business Solutions
White Papers 1st wanted to create a Line-Of-Business (LOB) solution that offered interactive content for people requiring financial advice. By using the Microsoft Silverlight browser plug-in, Microsoft Visual Studio 2008 development system, and Windows Workflow...
[December 2, 2008, 23:00]
A Unified Front
White Papers First Command Financial Planning offers financial advice, banking, insurance, and brokerage services to more than 300,000 active and retired U.S.military professionals and their families. The company wanted to create a Web portal to give military...
[April 4, 2007, 1:00]
Financial Firm Improves Productivity by 20 Per Cent With Relationship Management Software
White Papers The company employs 50 people, providing financial and investment advice to its clients. In a rapidly changing market, financial advisers need fast access to information to improve customer service, communication, and sales opportunities.
[July 27, 2009, 1:20]
U.K. Financial Advisors Improve Client Servicing With Tablet PC
White Papers Independent Financial Advisors existing systems for collecting data were inefficient, with data needing entering multiple times at different stages in the customer advice process. Positive Solutions Financial Services looked to create a more time...
[August 30, 2007, 1:00]
Financial Services Company Improves Remote Operations With New IT System
White Papers Macquarie Group Limited provides retail banking, investment advice, loans, and other financial services on multiple continents. The Australia-based firm has more than 12,000 employees spread across more than 80 offices worldwide.
[July 3, 2008, 1:01]
L3 Financial Planner
Downloads If you need objective advice on retirement planning, college savings, debt reduction, investment goals, or investment results, L3's Financial Planner is for you! L3 Financial Planner supplies five financial analysis, calculation and planning...
[August 3, 2006, 8:00]
Turning the Scrooge
Blog With the festive season well underway and a distinct financial chill in the air, I thought that I would add to your seasonal cheer with some advice on buying on the cheap. Your best suppliers are the ones who behave as partners - helping you plan...
[December 14, 2009, 15:53]
MONEY Magazine Financial Assistant
Downloads Money 101: Key Financial Advice The smart new way to manage over 150 everyday financial decisions. Whether you are calculating a Lease payment, Yield to Maturity, splitting a restaurant bill or simply comparing the prices of different sized...
[April 3, 2007, 8:00]
L3 Personal Finance Suite
Downloads Financial Planner - five financial analysis, calculation and planning tools that could change your life. Get objective advice on retirement planning, college savings, debt reduction, investment goals, and investment results.
[August 3, 2006, 8:00]
Market Summary
Downloads Quotes are provided by financial exchange and may be delayed as specified by financial exchanges or our data providers. All data and information is provided as is for personal informational purposes only, and is not intended for trading purposes or...
[October 23, 2008, 10:33]
