California-based Advent is targeting WealthLine at financial advisors serving high net-worth individuals.
The system integrates investment information and financial reports from Advent's data service with Microsoft's advisor-investor communications service MSN Money Professional, enabling users to deliver financial advice to clients through a personalised and secure Web site.
Brian Bailard, vice president, Advent, says client service is an essential part of wealth management. "Through innovations in operational efficiencies WealthLine offers our clients an efficient and cost-effective communications tool to better target this market segment."
Advent says a number of firms are already using Wealthline including Cardinal International, AMG Guaranty Trust,Retirement Capital Advisors and Sol Capital Management Company.