As a result of this partnership, IIS will now be able to license iDecide and AdvisorDecide to small and mid-sized advisory organizations in addition to the enterprise level licenses that IIS currently offers. IIS will also be able to fulfill the needs for Enterprise subscribers that require this information and want a complete turnkey solution.
“Through the partnership with Ibbotson Associates, IIS is expanding the availability of its investment and financial planning products and its critical components to any organization that needs a turnkey solution to provide advice and gather assets for the firm”
"This new agreement capitalizes on the strengths of both firms," explained Michael Annin, Managing Director of Ibbotson Associates. "IIS is one of the leaders in providing wealth management solutions, and Ibbotson is well-known for its leadership position in the field of asset allocation. Together we are able to offer a comprehensive planning tool."
"Through the partnership with Ibbotson Associates, IIS is expanding the availability of its investment and financial planning products and its critical components to any organization that needs a turnkey solution to provide advice and gather assets for the firm," said Lac An Vuong, Managing Director of Informa Investment Solutions. Mr. Vuong continued, "We are moving aggressively to be a one stop solutions provider and provide efficiency to the investment decision making process for everyone. This partnership is a giant step in that direction."
AdvisorDecide for Financial Planning is the IIS' solution that empowers sales teams and planners to create modular or comprehensive financial plans. iDecide for Investment Planning is IIS' platform for generating asset allocation proposals for ultra-high net worth individuals and gives wealth managers the ability to measure performance, conduct detailed analysis, and perform manager searches and selections.
About Informa Investment Solutions, Inc.
For over twenty-five years, Informa Investment Solutions, Inc. has been a leading provider of financial information to financial institutions, investment managers, and independent advisors. The company's products, PSN, Performer, and Wealth Management System(TM) cover investment manager search and evaluation databases, performance measurement and client reporting, financial and investment planning, and customized solutions that assist investment professionals in managing assets and communicating with clients.
About Ibbotson Associates
Ibbotson Associates, founded by Professor Roger Ibbotson in 1977, is a leading authority on asset allocation, providing products and services to help investment professionals obtain, manage and retain assets. The company's business lines include investment consulting and research; planning and analysis software; investment advice; educational and marketing services and a widely used line of NASD-reviewed presentation materials. With offices in Chicago, New York and Tokyo, Ibbotson Associates markets its integrated product line to institutional money managers, insurance companies, plan sponsors and consultants, financial planners, brokers, mutual fund firms, hedge funds, banks and small money managers.
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