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WMS includes customizable software options:
Investment professionals use WealthIQ to present investment
research and analysis and to provide personalized investment
proposals to their clients and prospects. This flexible, configurable
solution can accommodate the business rules of your organization
so that your implementation is just the right fit. read
more>
ComplianceIQ provides a scalable, active monitoring
solution for the management of discretionary or custodial
accounts in accordance with their Investment Policy Statement.
Our web-based approach of creating, monitoring, and managing
client’s Investment Policy Statements helps you meet
the requirements for Reg 9, the Investment Advisor Act of
1940 and ERISA. read
more>
InsuranceIQ™ allows trustees to better manage
risk and fiduciary responsibilities. Trust companies, banks,
law firms and accounting firms benefit from the information
provided from this system. No longer is the life insurance
policy viewed as a static asset. New products in the marketplace
demand trustees are informed on this complex asset class.
Internal experts are available to assist. read
more>
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