ATLANTA - VerticalOne has signed an agreement with NetAssets Inc., an investment tracking and performance reporting service, intended to let customers aggregate account information and get online financial advice based on their holdings.
Under the agreement with the Rockland, Md., company, VerticalOne, a unit of S1 Corp., can offer customers personalized portfolio reports that include comparisons to benchmarks and real-time performance data. People would be able to consolidate their accounts into one portfolio to get a better understanding of their holdings.
NetAssets supplies the technology infrastructure to let financial institutions give customers personalized performance reports, including flexible views such as asset allocation information.
