CU's Software Solution Ranked First ByForrester

July 05, 2005, 1:00 a.m. EDT 1 Min Read

SALT LAKE CITY - (07/05/05) America First Credit Union's AdviceAmerica financial planning software has been ranked No. 1 byForrester Research, a national independent research company, "Wefeel honored to be recognized for a system that has been built tohelp businesses, both big and small, improve their financialplanning," said John Lund, Executive Vice President of AmericaFirst Credit Union. Advice America provides web-based financialplanning software to firms and advisors that includes automatedadvice, portfolio management and sophisticated asset allocationmodeling.

For reprint and licensing requests for this article, click here.

TRENDING

Federal Reserve

Fed's Powell touts benefits of international coordination

The Federal Reserve chair's comments coincide with the spring meeting of the International Monetary Fund and the World Bank Group in Washington. They also come as groups like the Basel Committee on Banking Supervision are being scrutinized.

By Kyle Campbell

55m ago
Banking Crisis: One Year Later

New details on rush of Home Loan bank borrowings at three failed banks

The Federal Home Loan Bank System stepped up advances by 37% or more to Silicon Valley, Signature and First Republic banks ahead of their failures, the GAO says in a post-mortem on last year's banking crisis. The findings add to the debate about whether the system should be a lender of last resort.

By Kate Berry

1h ago
House Financial Services Leadership

Q&A: Andy Barr pitches an 'America First' meets 'Chamber of Commerce' HFSC

Rep. Andy Barr, R-Ky., is running to lead his caucus in the House Financial Services Committee and says he has the skills to meld traditional and insurgent wings of the party.

By Claire Williams

1h ago

MORE FROM AMERICAN BANKER

Federal Reserve

Fed's Powell touts benefits of international coordination

The Federal Reserve chair's comments coincide with the spring meeting of the International Monetary Fund and the World Bank Group in Washington. They also come as groups like the Basel Committee on Banking Supervision are being scrutinized.

By Kyle Campbell

55m ago
Banking Crisis: One Year Later

New details on rush of Home Loan bank borrowings at three failed banks

The Federal Home Loan Bank System stepped up advances by 37% or more to Silicon Valley, Signature and First Republic banks ahead of their failures, the GAO says in a post-mortem on last year's banking crisis. The findings add to the debate about whether the system should be a lender of last resort.

By Kate Berry

1h ago
House Financial Services Leadership

Q&A: Andy Barr pitches an 'America First' meets 'Chamber of Commerce' HFSC

Rep. Andy Barr, R-Ky., is running to lead his caucus in the House Financial Services Committee and says he has the skills to meld traditional and insurgent wings of the party.

By Claire Williams

1h ago
Fintech

New Hampshire credit union hopes gift cards will give it an edge

Bellwether Community Credit Union's partnership with the New York ad tech firm Prizeout is working to build out gift card programs and generate added sources of non-interest income.

By Frank Gargano

2h ago
Wealth management

Amid probes, Morgan Stanley vows not to change its wealth strategy

Morgan Stanley CEO Ted Pick downplayed the importance of government investigations into potential money laundering issues involving wealth management clients. "We've been focused on our client on-boarding and monitoring processes for a good while," he said.

By Allissa Kline

2h ago
Earnings

Unrelenting interest income pressure weighs down PNC's earnings

The Pittsburgh-based regional bank also emphasized expense control for the first quarter and throughout 2024 as it manages credit quality vulnerabilities and higher charge-offs, particularly among office loans.

By Jim Dobbs

3h ago