Financial software provider Finantix is to
launch applications (apps) for financial advisers and individual
investors that run on Apple iPads.
The apps cover key elements of the advisory
value chain: financial planning, portfolio analysis, order
management, alerting and client reporting.
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iPhone-specific applications already exist for
financial advisers and individual investors.
Wealth managers, acting has design partners,
are piloting the new releases, with general availability planned
for the third quarter of 2010.
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