Upgrades

November 01, 2008 at 04:00 AM
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CRM Software, which makes the CRM application Junxure, is getting into the practice management consulting business through the Junxure Solutions Group, which CRM President Greg Friedman said will guide firms "to strategically align their front and back office technology with their specific business goals and growth objectives."…

LaserFiche has launched Avante, which it said makes enterprise-level business process management (BPM) technology available to RIAs and independent

B/Ds. Available by year-end, Avante is an end-to-end document management and workflow automation software designed for firms with from two to 100 users…

Portfolio Management Consultants (PMC), the investment arm of Envestnet, introduced the PMC Tactical ETF Portfolios, an investment vehicle composed of "risk-based tactical models designed to deliver enhanced returns with strict risk controls." The five risk-based portfolios are diversified with a ranging risk tolerance. The other two portfolios–the sector rotation portfolio and country rotation portfolio–will use a rotation strategy by sector or by country that tactically invests in U.S. industry sectors and in international markets, respectively…

The Hartford Financial Services Group, Inc. announced that The Hartford Money Market Fund and Hartford Money Market HLS Fund will participate in the new money market fund guaranty program recently established by the U.S. Treasury. Investors in The Hartford's money market fund, as well as money market subaccounts within the firm's variable annuities as of September 19th, will be eligible for all of the program's benefits.

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