Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Financial Planning > Behavioral Finance

Nationwide Adds Web Tools

By Staff Writer

X
Your article was successfully shared with the contacts you provided.

NU Online News Service, Feb. 26, 10:28 a.m. – Nationwide Financial Services Inc., Columbus, Ohio, is adding Web tools to help financial advisors monitor clients’ accounts.

One of the tools, the Fund Alerts tool, will send an advisor an e-mail notice when gains or losses in a variable annuity subaccount reach a designated level. An advisor can also request a list of the clients who are invested in the subaccount.

Another tool, the Business Analyzer tool, provides current information about all the Nationwide products that an advisor’s clients own.

The advisor can control the types of data included in the reports, the level of detail displayed, and the formatting, Nationwide says.

An advisor could, for example, use the Business Analyzer tool to create a list of all clients over age 60 with more than $200,000 in assets in any Nationwide Financial product, Nationwide says.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.