Mutual fund service provider Ultimus Fund Solutions reports that it has added SunGard’s InvestOne reconciliation solution to its current usage of the Asset Arena InvestOne investment accounting platform. The addition will “help enhance middle- and back-office reconciliation support for clients,” Ultimus says in a statement that also notes that it has worked with SunGard for… Read More >>
Institute for Financial Advisors Launches
The Institute for Innovation Development, which describes itself as the “only innovation-focused business development organization for financial advisors,” has launched. It was built, according to its statement, to “support two key elite groups – growth-oriented financial advisors and financial industry executives – who share three common goals: ongoing dynamic growth, competitive differentiation, and unique community… Read More >>
