New Investment Entity Created
Investment Metrics, the core technology platform of investment consulting and research firm Rogerscasey, has been spun off as a separate unit offering enterprise investment analytics and reporting solutions for professionals in the institutional investment space.
The solutions provided by Investment Metrics are designed to help investment consultants, plan sponsors, wealth advisors and asset managers manage and customize their investment analytics and reporting processes. The change makes Investment Metrics a new entity for independent technology resources.
MarketCounsel Creates Virtual Vault
MarketCounsel, an Englewood, N.J.-based provider of business and regulatory consulting services for independent registered investment advisors, is creating an alliance with FamilyOfficeNetwork, a provider of Web-based file storage for financial professionals and their clients. The new alliance will allow advisors and their clients to securely share and store files on the Internet.
MarketCounsel clients will be able to use the one-stop access point for clients' financial accounts, trusts, quarterly reports, credit card statements and tax returns. Additional information is available at www.marketcounsel.com.
Securities America Launches Tools
Securities America is introducing "New Conversations," a series of three business growth tool kits that help advisors shift client conversations away from the short-term volatility of uncertain markets to more beneficial topics. New Conversations uses self-study kits, training Webcasts and coaching sessions. Additional information is available at www.securitiesamerica.com.