Orchestrate says Pulse features consolidated calendar views where users can see multiple calendars of other users to identify the next available meeting times. Users can then set up meeting invites with the app.
The app also offers clients the ability to schedule by viewing an advisor’s or a firm’s calendars and scheduling their own meeting times.
The Pulse app offers unlimited customization so firms can review calendars on a more detailed level, filtering multiple calendars with different views and colors.
Wells Fargo’s New Index For Animal Spirits
Wells Fargo Securities said in a recent special commentary that emotional forces are significant drivers in financial events, regardless of whether they are positive or negative.
With that in mind, the company has launched the Animal Spirits Index (ASI), which tracks the U.S. economy beyond the S&P 500.
The index includes the S&P 500 as a variable but also the Conference Board’s consumer confidence index, the yield spread, the VIX index and the economic policy uncertainty index.
Multi-Strategy Total Return Fund From T. Rowe Price
T. Rowe Price has launched a new absolute return fund designed to diversify investors’ investment risk.
The Multi-Strategy Total Return Fund incorporates a mix of the company’s qualitative and fundamental analysis and taps its global research platform.