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February 26, 2010 at 07:00 PM
A unit of National Financial Partners Corp. has introduced a wealth management system that advisors can use to manage both commission business and fee-based business.
The IndeSuite system, designed for financial professionals who are dually registered with a broker-dealer and a registered investment advisor, lets users sign on through an integrated AdvisorComplete dashboard, according to NFP, New York (NYSE:NFP).
The system can process new business, service accounts, manage client data, and track compensation.
