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Corporate News
Announcements
Forefield Introduces New Calculator Presentations
New Calculator Presentations provide financial advisors with expanded client marketing toolkit
Press Release, November 3, 2006
MARLBOROUGH, MA, November 3, 2006 - Forefield Inc. announced today the availability of its new calculator presentation service, which is fully integrated into the Forefield AdvisorTM product line.
Not only has Forefield released new versions of all of its calculators and interactive tools, but it has built many new ones as well; all feature enhanced output in a professional desktop publishing format. In addition, every calculator has been reviewed by the FINRA, assuring financial advisors and institutions that the advice they are providing their clients is fully compliant. All output is available both in PDF and HTML e-mail formats, providing flexibility in terms of end-client distribution options.
Marketing and compliance executives may customize Forefield's calculator presentations to reflect their existing brand standards and compliance workflow processes. Color schemes, branding, and disclaimers can be locked down in order to ensure brand consistency, while e-mail send options can be restricted to in-house e-mail systems, creating a full compliance audit trail.
Forefield built its calculator presentations to meet the challenge financial advisors face in trying to quickly create customized material that presents financial planning concepts with easy-to-understand options. In many cases, when prospecting potential clients, the need for such material arises before the financial advisor has sufficient data to create a full financial plan. In other cases, financial advisors may want to provide specialized analyses for clients not seeking a full financial plan, but needing to implement a strategy for a specific financial goal, such as buying a home, education planning, protection planning, or retirement planning. All calculators were designed to be usable by both investment advisors and broker/dealers operating under SEC Rule 202(a)(11)-1.
"We've had record subscriber growth and exponential platform growth in 2006 as our client base wholeheartedly embraced our easy-to-use Forefield Advisor presentation center. With the introduction of our calculator presentations, we’ve provided a market solution where there was none, and given our clients valuable tools that they can use every day to prospect for new clients and serve existing clients," said Brent Delehey, President and Chief Executive Officer at Forefield.
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
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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