Advisor Applications

Does MoneyGuidePro G:2.2 Add a New Paradox?

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Financial Advisor magazine has coverage on the latest version of MoneyGuidePro to be released on Monday, dubbed G:2.2. Click here to read the full article. In addition to the buzz on G:2.2's features, Morgan Stanley Smith Barney announced it will private label the software as Lifeview and roll it out to approximately 18,000 reps. I won't rehash the release features, but I do want to pose one question about a new feature called Bear Market Test.

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49 of E-Z Data's 125 U.S. Employees Reportedly Laid Off

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  Forty-nine of E-Z Data’s staff of 125 U.S. employees were laid off today, six days after its purchase by Ebix Inc. for $50.35 million.  

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Get Serious About Securities Trading

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In economic terms, the word inelastic describes the concept of the inability to quickly adjust supply or demand despite changes in market conditions. I came across an excellent example of this concept with respect to security trading inside a respected wealth management firm.   In a recent Wall Street Journal article Advisers Look Within for Fraud, Diahann Lassus, co-founder of Lassus Wherley & Associates describes the firm's trading practices and highlights how multiple people are involved at separate stages to prevent fraud.  

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Money Tree Moves Ahead Even As Its Leader Steps Back

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Mike Vikauskas, who quit being a financial planning in 1981 to start a financial planning software company, is taking Money Tree Software forward even as he plans his exit. Vitkausas is stepping down from day to day activities to spend more time on volunteer activities in his church. It’s part of a succession plan that Vitkauskas has envisioned for years.    But even as he leaves, Money Tree is moving forward on the path set by Vitkausas over the past three decades by launching a new advisor application, Distribution Solution, which helps advisors create retirement plans for baby boo

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MoneyGuide Pro Integrates With IAS

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MoneyGuide Pro, one of the leading financial planning software applications for financial advisors, has completed an integration with Integrated Advisory Software (IAS), an all-in-one system for CRM, Portfolio reporting, and financial planning.   

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