12:42 PM
New & Improved: Ilumen Helps Montgomery Get Personal
New & Improved Ilumen Helps Montgomery Get Personal
Inlumen, a Web solutions provider to the financial services industry, has integrated a suite of personalization and U.S. equity information services into Montgomery Asset Management's retail site. The personalization services include the ability for Montgomery Asset Management's clients to set up multiple portfolios and watchlists, allowing them to track investment performance for all family members, and to track lists of potential investments in logical groups. Clients can track performance on-line, or request e-mail summaries of portfolios.