FREMONT, Calif. – AdviceAmerica, Inc., an online wealth management firm making a push in the credit union industry, said that it has entered into an agreement to license its wealth planning software to the $3.75 billion Suncoast Schools FCU. “Credit union members are looking for professional advice regarding how they can attain their financial goals. AdviceAmerica’s system will help us to expand our services, present sound and comprehensive financial advice and better manage the relationship with our members,” said Tom Dorety, CEO of Suncoast Schools FCU. Advice America’s wealth management solution utilizes sophisticated rules and modeling techniques developed by experts in personal finance and Internet technology. The company claims that the system will deliver personalized, objective advice that will help customers navigate the complex world of personal finance. In addition, the system will provide specific product recommendations, making it easier for credit union members to implement their financial plans.

Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.

Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical CUTimes.com information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including Law.com and GlobeSt.com.

Already have an account?

 

Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join Credit Union Times

Copyright © 2022 ALM Global, LLC. All Rights Reserved.