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Products January 3, 2007
Boston Firm Releases Financial Planning Package
New Frontier Advisors (NFA), LLC has unveiled an enterprise-wide version of the firm’s LifeCycle financial planning software.
Reported by Fred Schneyer
A news release from the Boston-based company said the customizable LifeCycle software features mathematical and statistical technology in a framework for estimating the likelihood of achieving an individual’s goals relative to available assets for investment, time horizon, investment plan, and risk preferences. The technology also provides a view of the impact that the choice of risk level has on meeting objectives over time.
According to the announcement, LifeCycle integrates into adviser platforms and stand-alone applications.
The first company to make this software available to its advisers is AssetMark Financial Services Inc., which is offering it to over 2,000 advisers through its Web-based Financial Independence Calculator, the release said.
More information about the new software version can be found at www.newfrontieradvisors.com.
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