Informa Investment Solutions Debuts Wealth-Manager Module

11th Jun 2010 18:11

By Thomas Coyle Of DOW JONES NEWSWIRES Financial-software maker Informa Investment Solutions is out with a new module for its WealthIQ platform touching on the practice-management needs of wealth managers. The new-look WealthIQ features a Book of Business Dashboard to help advisers keep track of client portfolios and track prospects, support for advisory teams, and an integration tool for client on-boarding and portfolio construction. Informa Investment Solutions says the practice-management module of WealthIQ is designed to help advisers manage client relationships and increase per-client wallet share. The mainstay of White Plains, N.Y.-based Informa Investment Solutions--a subsidiary of London-based Informa PLC (IFPJF, INF.LN)--is a database of 2,000 asset-management firms with about 1,400 subscribers. -By Thomas Coyle, Dow Jones Newswires; 207-631-4235; [email protected] (END) Dow Jones Newswires June 11, 2010 13:11 ET (17:11 GMT)