Adhesion Wealth Advisor Solutions, Stonefield Software
Adhesion Wealth Advisor Solutions has upgraded its WealthADV Unified Managed Account platform, while Fla. vendor unveils report creation software
Adhesion Wealth Advisor updates UMA offering
Adhesion Wealth Advisor Solutions has upgraded its WealthADV Unified Managed Account platform.
The enhancements are designed to provide greater transparency of investment holdings and to improve administrative efficiencies for advisers — features that have grown in importance because of recent market turmoil, Michael Stier, president and chief executive of the Charlotte, N.C.-based vendor, said in a statement.
Among the enhancements are better access to portfolio holdings as well as account and performance data.
Fla. vendor unveils report creation software
Stonefield Software has unveiled Stonefield Query, a system that creates reports from databases or accounting systems.
Retrieving information from databases is an onerous, time consuming process that requires the “heavy involvement of over-taxed IT professionals,” Mickey Kupchyk, chief executive of Stonefield Software Inc. of Lake Mary, Fla., said in a statement.
To simplify the process of creating reports, this software was developed for non-technical financial executives. According to the company, it takes only 30 minutes of training to become proficient on the system. In addition, the software eliminates the cost of custom programs, and enables users to create custom reports, pivot tables and charts.
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