Posts Tagged ‘Advisor’

Advisor Software Releases iPad App to Help Consumers Reach Financial Goals

September 29th, 2011

Advisor Software Inc., a leading provider of wealth management solutions for the advisor market, is pleased to announce that its new iPad application, goalGetter, is available to consumers for free in Apple’s App Store. The app will help people visualize financial goals such as buying a home, saving for college or planning for retirement.

Leveraging the goal icon “drag and drop” approach to building a lifetime goal plan introduced through Advisor Software’s goalgami personal financial management website, goalGetter also includes an actionable savings plan. After consumers drag the goal icons onto the savings timeline, goalGetter computes the affordability of the plan based on resource inputs. If a plan is not deemed affordable, goalGetter will inform the consumer how much money they would need to set aside per month in order to pay for the goal. goalGetter also utilizes a unique feature that allows consumers to adjust goals and make them fit their respective budgets.

Another feature allows consumers to email their goalGetter findings to others, such as their spouse or financial advisor, so they can work together to create a more detailed savings plan and objective. The app encourages consumers to create different future scenarios, as well as visualize how realistic it is to achieve goals and how to adjust plans to meet certain goals.

The goalGetter app builds on the success of goalgami, a goal-oriented online personal finance tool that Advisor Software launched in March 2010.

“We’re on a mission to help educate the general public about goal plans and the trade-offs and sacrifices that are necessary to achieve those goals. goalGetter is a new and interactive way for people to explore their goals and how they can make those dreams come true,” said Neal Ringquist, President and COO of Advisor Software. “It is vital for financial advisors to have applications like goalGetter and goalgami in their toolkits so they can help clients formulate the best ways to prioritize and achieve their personal finance goals.”

Source:http://www.sacbee.com/2011/09/28/3944970/advisor-software-releases-ipad.html

John Turner Joins Rivet Software as Executive Advisor

September 22nd, 2011

Rivet Software, the leading provider of XBRL financial reporting and analytics solutions, has announced the appointment of John Turner as Executive Advisor. Turner’s extensive experience in the development of both XBRL (eXensible Business Reporting Language) and iXBRL (inline eXtensible Business Reporting Language) make him a great asset as Rivet continues to evolve its product offerings.

“John has been at the forefront of XBRL and iXBRL since their inception as a trusted advisor to financial regulators globally and by his membership in various standard setting bodies,” says Patrick Quinlan, CEO of Rivet Software. “We are extremely fortunate to leverage both John’s product understanding and global experience in the industry. He brings exceptional knowledge and insight regarding the impact of standards and technology in accounting and finance.”

Turner led the revolution as Chairman of the XBRL International Standards Board (the peak technical body of the not-for-profit consortium that works to promote and support the industry standards) from 2006 — 2010. He worked for 6 years as CEO and co-founder of CoreFiling (a leading global XBRL vendor), where he played a vital role in the company’s growth worldwide. While at CoreFiling, Turner invented iXBRL based on his idea of taking XBRL data tags and combining them with HTML formatting to make filing documents readable in a web browser. iXBRL makes the new international language of finance accessible and simpler for regulators and companies to implement. Prior to leading CoreFiling, he was the leader of KPMG LLP’s Global XBRL Services Team providing technical and strategic consulting services to regulators and the private sector.

As an Executive Advisor at Rivet, Turner will provide strategic advice and guidance on future product direction and technology to help the company continue to lead the financial reporting and disclosure management software markets. Turner will be attending the upcoming XBRL US Conference in Nashville on September 26-27 with Rivet Software, a Silver Sponsor.

“I’m honored to work with Rivet, an industry leader with the potential to transform the internal and external financial reporting process,” says John Turner, Executive Advisor of Rivet Software. “The company has experienced extraordinary growth over the last two years and the opportunities for Rivet are simply exceptional.”

Source:http://www.marketwatch.com/story/john-turner-joins-rivet-software-as-executive-advisor-2011-09-21

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