May 23, 2008
Portland, OR - Andrew Gluck, founder and CEO of Advisor Products Inc. (API) is the featured speaker next month in Cornerstone Revolutions' monthly Webinar series for financial advisors.
Scheduled for Tuesday, June 17, at 10am PDT, the Webinar entitled Personal Client Portals: The Next Revolution in Client-Focused Financial Management includes a hosted demo of the new Web-based application that allows an advisory firm to integrate personal client data from portfolio accounting, financial planning, and CRM applications into a secure personalized website for each client.
Using a customizable client portal, clients can track progress toward achieving their long-term financial plans, send their advisors reminders, view portfolio reports on-demand, and view their advisor's work done on their behalf.
Personal Client Portals is one of a series of product and services offered by Advisor Products Inc., a client communications and marketing company that provides private label websites, client newsletters, brochures, graphic design, and marketing copywriting for financial advisors.
"We're excited to be offering advisors an opportunity to learn about Personal Client Portals direct from Andy Gluck," said Angela Lyles, CEO of Cornerstone Revolutions. "His profile as an authority in the financial advising industry immediately establishes any product he promotes as a tool that will keep advisors on the cutting edge."
In addition to serving as CEO of API, Andrew Gluck is a veteran financial reporter and author of The Gluck Report, which is published in Financial Advisor Magazine where he serves as editor-at-large.
The Cornerstone Revolutions' Webinar series offers a different topic relevant to financial advisors on the third Tuesday of each month at 10am PDT. Webinars are offered at no cost with pre-registration. For upcoming sessions and to register online, visit http://www.poweradvisortools.com/news/webinars.aspx.
For a complete listing of Cornerstone asset management tools and pricing, visit www.poweradvisortools.com or call Andrew Kehoe of Cornerstone Revolutions at 503-968-7202 for additional information.
About: Cornerstone Revolutions, LLC, is a software development firm specializing in applications for financial professionals, located in Portland, Oregon.
