New York (April 17, 2002) -- TD Waterhouse Institutional Services has formed an alliance with Advent Software to provide the brokerage firm's investment advisor clients with new portfolio management solutions.
TD Waterhouse investment advisors will have access to Advent's software suite through Veo, TD Waterhouse's proprietary Internet-based account management and trading platform, or through installing Advent's software in-house on the advisory firm's own servers.
As part of the agreement, advisors will have access to Advent's Axys portfolio accounting and reporting system; Moxy trading and order management software; and Qube enterprise-wide client relationship management software.
-- Electronic Accountant Newswire staff
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