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America First Earns Respect of Forrester Research

SALT LAKE CITY - The $3.1 billion America First CU received some lofty praise from Forrester Research. The CU's financial planning software, Advice America, was ranked No. 1 by Forrester for such software. 'We feel honored to be recognized for a system that has been built to help businesses, both...

By Staff Writer | Updated on July 12, 2005

SALT LAKE CITY – The $3.1 billion America First CU received some lofty praise from Forrester Research. The CU’s financial planning software, Advice America, was ranked No. 1 by Forrester for such software. ‘We feel honored to be recognized for a system that has been built to help businesses, both big and small, improve their financial planning,’ said America First EVP Jonathan Lund. Advice America is Web-based financial planning software that offers automated advice, portfolio management and asset allocation modeling.

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