For more information, visit www.tdwaterhouse.com.
Reporting Services
CheckFree Investment Services of Jersey City, N.J., is offering APL Navigator, a Web-based application reporting system, for its broker-dealer clients. APL Navigator lets brokers and financial advisors access reports from any location. A financial advisor logs in at his or her affiliated broker-dealer Web site and can access account-list, asset-allocation, portfolio-summary and other reports.
For more information, visit CheckFree Investment Services at www.checkfree.com.
Managed-Accounts Program
SEI Investments of Oaks, Pa., is providing a managed-accounts program for high-net-worth and institutional clients. It is available to financial advisors through SEI‚s Advisor Network.
The program includes leading specialist money managers who construct, manage and customize individual portfolios of stocks and bonds for high net-worth clients. Money-manager selection and oversight is done by SEI. For more information, visit www.seic.com/iag.
Variable-Annuity Explanation
Ibbotson Associates of Chicago has released "Variable Annuity Investing," which broker-dealers can use to explain the product to clients. Part of its SalesBuilder series, the presentation shows the benefits of variable annuities. It can be downloaded from Ibbotson‚s Web site at www.ibbotson.com.