Construction Forum - Carpentry, Rough Framing, Trim Carpentry and related Construction. / Carpentry / Rough Framing / Moss Adams Chooses Advisor’s Client Acquisition Software Solution to assist with portfolio construction, portfolio ... (

Post Reply  Post Thread 
Moss Adams Chooses Advisor’s Client Acquisition Software Solution to assist with portfolio construction, portfolio ... (
Author Message
Construction-News
Posting Freak
*****


Posts: 34,825
Group: Registered
Joined: Mar 2008
Status: Offline
Reputation: 0
Post: #1
Moss Adams Chooses Advisor’s Client Acquisition Software Solution to assist with portfolio construction, portfolio ... (

Seattle-based Moss Adams Wealth Advisors , an independent investment advisory firm, has decided to implement the ASI Client Acquisition Solution from Advisor Software . Advisor's client acquisition product is a web-based application designed to help wealth advisor firms handle portfolio construction, portfolio diagnostics and proposal generation.

Posted on Wed, 27 Aug 2008 16:06:01 GMT at http://us.rd.yahoo.com/dailynews/rss/sea...=210201016

08-28-2008 03:07 AM
Find all posts by this user Quote this message in a reply
Post Reply  Post Thread 

View a Printable Version
Send this Thread to a Friend
Subscribe to this Thread | Add Thread to Favorites
Forum Jump:

Contact Us | Florida Construction | Return to Top | Return to Content | Lite (Archive) Mode | RSS Syndication