CU's Software Solution Ranked First ByForrester

Published July 05, 2005, 1:00 a.m. EDT

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Updated August 27, 2020, 2:27 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.

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