NU Online News Service, Nov. 21, 12:32 p.m. – Transamerica Financial Advisors Inc., Los Angeles, is offering its reps a new Web-based separate account management program from Oberon Financial Technology Inc., Sunnyvale, Calif.
Reps can use the program, TFA Advantage, to analyze client needs using an online questionnaire, design customized portfolios, and monitor investment decisions, Transamerica says.
