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March 02, 2009 at 07:00 PM
The new product was launched by E*Assist LLC, an operational system that is contributing its Salesforce customized CRM for advisors, along with practice, client and compliance management, data integration and operational support. Orion Advisor Services provides its Portfolio Accounting Engine, which features performance and cost-basis calculations, data aggregation, trading and modeling. And MoneyGuidePro (MGP)–developed by PIEtech, Inc.–integrates Web-based, goal-oriented financial planning software into the platform.
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