The WebPortfolio computer application created by 1st Global, Inc., a business development partner to tax and accounting professionals, is ready to be distributed to the company's entire network of affiliated Financial Advisors.
Earlier this year, in February and in May, 1st Global distributed WebPortfolio to select Financial Advisors. Over the course of this distribution period, 1st Global analyzed the needs for program support and trained its employees to respond to support needs of the program.
WebPortfolio is an online application that tracks the performance of approximately 900 financial institutions, including brokerage firms, mutual funds, and insurance companies, and uses this information to help assess risk and earnings potential.
The rollout of the WebPortfolio program is now complete and has been made available to over 1,300 1st Global affiliates.