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Corporate News
Announcements
Forefield Creates Consumer Financial Planning Alerts
New Consumer Financial Planning Alerts help advisors keep their clients abreast of key developments
March 24, 2008 – Forefield Inc. announces the creation of new consumer financial planning alerts. The new consumer financial planning alerts are fully integrated into Forefield AdvisorTM, a web-based solution that helps financial advisors deliver high-quality advice.
Forefield's consumer alerts cover the full range of financial planning issues, including retirement, investment, estate, protection, education, tax, and personal finance topics. When market, legal, and regulatory forces change the financial planning landscape, Forefield consumer alerts explain those changes and their impact on consumers' financial plans. Financial advisors can deliver consumer alerts using Forefield's web platform which allows them to completely customize each alert for their branding needs in either Adobe® PDF or e-mail formats.
"In 2007, we had record subscriber growth across our product lines. A key driver of that growth is usage of our marketing solutions, and the introduction of our new consumer alerts further enhances the value of our client communication platform," said Brent Delehey, President and Chief Executive Officer at Forefield. "An important job for all advisors is to proactively communicate with their clients and prospects on key issues, and our consumer alerts help advisors do just that."
Advisors wishing to learn more about Forefield Advisor or any of Forefield’s other products can sign up for a free trial at www.forefield.com.
About Forefield Inc.
Established in 1997, Forefield is the foremost provider of real-time sales, education, and client communication solutions for financial institutions and their advisors. Forefield's web-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant. For more information, visit www.forefield.com.
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