Irving, Texas (Sept. 22, 2003) -- Broker/dealer H.D. Vest plans to unveil three new software tools for its reps at its national conference next month in Dallas.
President Roger Ochs told WebCPA that the firm will roll out a trading tool to enable reps to trade stocks, bonds and mutual funds electronically, an account wizard that will allow them to open new brokerage accounts electronically, and a trade management tool that will give them the tools to build model portfolios, submit trades and rebalance portfolios electronically.
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