Financial Services Industry
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Accounting Technology, July, 2006
Working with Financial Profiles, CUSO Financial Services has launched a Web-based, integrated financial planning tool known as Forecaster that will be made available to its investment advisory representatives nationwide. The tool is modular by design and needs-based, meaning that reps can use it for everything from relatively simple to moderately complex financial planning and needs analysis, and they can also focus on just one part of a plan or on many different components, depending upon a client's preferences.
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