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New PMS System For RIAs!

Wednesday, 01 April 2009

Super User

Marketing

advisorPMS, a portfolio management software system, is being officially launched today, promising to usher in a a new era for advisors. advisorPMS costs $1,000 a year for unlimited users, just a fraction of the licensing fees charged by industry leaders Advent Software Corp. and Charles Schwab. The program, which received rave reviews from technology writers at all advisor trade publications, is being offered in a desktop application and also runs on a web server hosted by advisorPMS for $10 a month. In addition, advisorPMS offers a CRM add-on and financial planning module for free. “We know we will take a loss on the early adopters,” says advisorPMS founder and CEO, Brad Slavemen, who also runs a successful financial planning practice in Angola, Texas. “But we will make it up on volume.” advisorPMS website

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