netDecide Corporation and Forefield Inc. announced they have expanded their partnership to integrate Forefield's FMA Advisor, a real-time-sales, education and client-communication solutions for financial institutions and their advisers, into netDecide's Wealth Management System. In addition to providing financial-planning articles to assist the advisor, FMA Advisor contains practice aids, decision tools and consumer articles that can be integrated into client presentations.
Sophis, a provider of portfolio- and risk-management solutions announced it has signed a license agreement with AXA Investment Managers. Structured Asset Management (SAM) of AXA IM is using VALUE Front and Middle office for its convertible-bonds activity, including its new Irish convertible-bonds-arbitrage hedge fund AXA Vega. AXA IM, a provider of asset management and Sophis have worked to create VALUE, the fund and risk-management solution that Sophis launched at the beginning of the year.
ByAllAccounts, a wealth-management data aggregator, announced the addition of five firms, including Highmount Capital, Friedman & Associates and Wade Financial, to its client roster. All of the firms will use WebPortfolio, a Web-based data aggregation and Portfolio-analysis technology, which allows advisers to manage the complexities of their preferred-client portfolios, drive client retention and acquisition, and improve operational efficiency.