Version 5.6 released to Canadian users
New module lets advisors to review all major aspects of a client’s financial plan from a single platform
Neuper oversaw training for several hundred advisors at National Bank Financial
Financial planning tools integrated with back office, contact management software
Firm holds first financial planning software training class in Hungary
Software will help instructors oversee CFP students
Shenzhen to serve growing customer base in Asia
Community resource helps financial planners have access to tools and ideas
Tang appointment demonstrates commitment to the Asia region
Web-based community edition supports four languages