Powerful Portfolio Management Software Now Available

Posted by accountingweb on Aug 31 1999 184 printer friendly

1st Global, Inc. just rolled out its new version of Premier Allocator(TM). The new version combines Wiesenberger's Blueprint and InvestmentView products for the technology and database engines driving the program.

The program bundles into one package asset allocation, mutual fund research, and decision support tools. CPAs affiliated with the company can use these tools to provide portfolio management services including asset allocation proposals and mutual fund forecasts based on past performance.

The normal retail cost per year for Blueprint is $395 and InvestmentView is $690. 1st Global's Premier Allocator(TM) runs $350 per year and includes both products. Oh, but remember, you have to be a 1st Global Financial Advisor to get this deal.

Voice of the Editor

What makes a company a great place to work? Experience, a ConnectEDU company, uses criteria that include benefits, career advancement opportunities, culture, and work/life balance to form its annual list of the Best Places to Work for Recent Grads. BDO USA and Ernst & Young both made the Top 25 list. Read what makes these firms stand out and find out what can be done at your firm to entice college grads.

This Week on AccountingWEB

Hang Bower of BDO USA and Dan Black of Ernst & Young share their perspectives on why their firms made the Best Places to Work for Recent Grads 2013 list.

Herbein + Company, Inc. firm members talked with AccountingWEB about their year-round employee wellness program.

Bill Walter of Gross, Mendelsohn & Associates and Harold Gaar of TravisWolff LLP weigh in on mobile technology use while employees are at work.

CPA Robert Raiola, who heads the Sports & Entertainment Group of Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC, talks NFL player income taxes with AccountingWEB.