Investment professionals accessing the S&P's Advisor Insight Platform will have access to netDecide's Wealth management System, software that the companies say "significantly enhances the wealth management services investment professionals can provide to their clients." Customers of the netDecide's WMS will now have "seamless access" to S&P's market data and research content.
The solution will be unveiled at the FPA Success Forum in New Orleans, currently taking place through Tuesday, Oct. 1.
- Investment professionals accessing the netDecide product on Advisor Insight can use the software for client planning in the disciplines of asset allocation, portfolio analysis and modeling. The application can also be used to develop a client financial strategies revolving around retirement, education, insurance and estate planning.