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Products December 3, 2013
WMSI Opens Boston Office
Wealth Management Systems Inc. (WMSI) expands to Franklin Street.
Reported by PLANADVISER staff
The new office is located in Boston’s financial district. According to a statement from the company, the new location will allow WMSI to provide better continuity in service for clients while encouraging collaboration among staff.
The expansion comes after WMSI’s recent acquisition of S&P Capital IQ Financial Communications, which grew the firm to nearly 80 employees. Other offices include West Palm Beach, Florida; Waltham, Massachusetts; and New York, New York.
Larry McQuaid, WMSI’s chief revenue officer, will manage the Boston location.
Wealth Management Systems Inc. is a provider of technology-based rollover services within the financial services industry. The firm also offers web-based retirement planning, education and client communications tools for financial services firms.