Bonsai Integrates With FIDx Platform
Fiduciary Exchange LLC (FIDx), a financial services company headquartered in Berwyn, Pa., has partnered with Bonsai LLC in Oskaloosa, Iowa, to offer RIAs and hybrid advisors access to annuity solutions available on the FIDx platform they can manage alongside other client assets.
Through the FIDx platform, annuity products from the industry’s leading insurance carriers will be available across Bonsai’s three key service offerings, including Bonsai Exchange—which delivers a curated selection of risk management solutions to financial professionals, including annuities, long-term-care insurance, disability insurance and life insurance.
For further information, visit the FIDx website at fid-x.com or the Bonsai website at mybonsai.com.
Eton Solutions Releases Mobile App For Family Offices
Eton Solutions, the Morrisville, N.C.-based developer of Atlas Five, a cloud-based technology platform for family offices, has released a mobile application giving ultra-high-net-worth families anywhere, anytime access to their investments, holdings, transactions and documents.
The Atlas Five Mobile App’s capabilities include instant governed transaction approvals with just a click; slice-and-dice reports for customized position views; simplified communication with family office staff through the easy-to-use secure messaging functionality; constant access to important documents; and true net worth reporting that is refreshed daily, weekly or monthly.
First introduced in January, Atlas Five is an enterprise resource planning software system that seamlessly connects all data, services, and stakeholders. The mobile app uses the same powerful features for on-the-go users.