Tech Review: Alico Wealth Management

clock

AT8's Mark Loosmore continues his tour of product providers taking him this week to Alico Wealth Management.

I was looking forward to this review as the tools have only recently been released. The tools have been created with the support of Morningstar and while we know and respect the tools Morningstar provided directly to distributors, we are less familiar with what they offer to product providers. Alico as a brand is not as well known as other providers in the market. It has a substantial heritage and worldwide market presence. Through a network of over 40,000 agents, brokers and financial institutions, along with 12,500 employees across 54 countries, Alico services 20 million customers worl...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on TMT

TMT

Tech review: 7IM

This week Mark Loosmore of AT8 Group looks at the evolution of 7IM's platform, which uses an open architecture approach to provide greater independence.

Mark Loosmore
clock 10 March 2011 •
TMT

Time to aim for the cloud

Nick Eatock, chief executive officer of IntelliFlo, examines the development of cloud-based applications.

Nick Eatock
clock 10 March 2011 •
TMT

Tech review: Transact

This week Mark Loosmore of AT8 Group goes to Transact, the largest and oldest of the pure wrap platforms

Mark Loosmore
clock 03 March 2011 •