Company Supports Techfi System
Asset Management Solutions, national outsourcing specialists, has added Techfi Portfolio 2001 to the portfolio-management systems it supports. Licensed users of the desktop version, including Standard and Enterprise, now can outsource the management of their database while their data remains in-house. Manual data entry, printing and mailing also are available options. For additional information, contact Asset Management Solutions at (760) 643-3838 or visit www.assetsolutions.com.
LPL Offers Portfolio Tool
Linsco/Private Ledger (LPL Financial Services) has released a new Web-based portfolio review tool that allows representatives to provide immediate asset-allocated representations of their clients‚ or prospective clients‚ portfolios that relate directly to specific positions and investment objectives.
The tool provides detailed characterizations for the mutual fund, stock and fixed-income portions of portfolios, including sector exposure, duration, estimated annual income and so on.
LPL has headquarters in Boston and San Diego and provides services and support to more than 3,900 investment professionals nationwide. For additional information, visit www.joinlpl.com or call (888) 564-6575, ext. 6555.
Keystone Joins Investors Capital
Keystone Financial Group, based in Neenah, Wis., has joined the independent broker network of Investors Capital Holdings Ltd., headquartered in Lynnfield, Mass.
Keystone focuses on building wealth for families and commercial business owners. The group consists of attorneys, accountants, mortgage advisors and other key professionals.
Investors Capital owns and operates Investors Capital Corp., Eastern Point Advisors Inc. and ICC Insurance Agency Inc. Investors Capital Corp. is an independent broker-dealer including more than 1,100 financial professionals in the United States. For more information, call (800) 949-1422 or visit www.investorscapital.com.