Powerful Portfolio Management Software Now Available
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
Which isn’t completely true. I mean, occasionally I drop by when I manage to sneak out of the nonstop frat party over at Going Concern, but I’m mostly a wallflower over there. I’m happy to say that I’ve been given express permission (or explicit orders, if you like) to wander over here to AccountingWEB more often.
Why is that, you might ask? My job is to replace the irreplaceable Gail Perry as Editor-in-Chief. What does that mean? I don’t really know! I think it’ll be fun getting a feel for things, throwing in my own thoughts here and there, and listening to the discussions you’re having about the accounting profession.