Close Close

Portfolio > Portfolio Construction

Monetaire Updates Web-Based Advice System

Your article was successfully shared with the contacts you provided.

NU Online News Service, Sept. 22, 2003, 12:35 p.m. EDT – Monetaire Inc., New York, has introduced Monetaire Wealth Management Version 1.5, a Web-based system that financial services companies can use to provide financial advice.

A company can use the whole package of tools or use each tool in the package on its own, Monetaire says.

System components include a module that sets advisory rules; a module that handles mathematical calculations; a tool that helps analyze and report on a client’s holdings; and advice modules, which combine rules and portfolio data to address specific client needs.