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Asset Management

10:34 AM
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* Macgregor signs an alliance agreement with Access Data Corp. * NYLIM Retirement Plan Services and Morningstar Associates, LLC, launch a new service called Portfolio Complete. * uMonitor, Inc launches a new service called uMAdvisor.

Macgregor, a provider of buy-side trade-order-management systems and FIX-network services, announced it has signed an alliance agreement with Access Data Corp., providers of business and technology solutions for financial-services companies. Access Data consultants have completed the Macgregor Certification Program, enabling them to augment existing Macgregor resources during OMS implementations.

NYLIM Retirement Plan Services, a division of New York Life Investment Management LLC (NYLIM), and Morningstar Associates, LLC, announced they are launching a new service called Portfolio Complete, a suite of investment-advisory services for NYLIM's 1,500 retirement-plan-sponsor clients as well as new prospects. As a key feature of the service, Morningstar Associates will act as a fiduciary to those plan sponsors who adopt its recommended investment line-up.

uMonitor, Inc., an account-aggregation-service-platform provider, launched a new service. The company's service, called uMAdvisor, targets relationship managers, financial planners, advisers, consultants, agents, brokers, CPA's and private-client managers that provide financial services to mass affluent and high-net-worth clients. uMAdvisor allows financial professionals to get a total picture of internal and external assets and liabilities of a client account, brings client-management capability to financial professionals at an affordable price and creates a consistent purpose for the client to visit an adviser's site.

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