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Es gibt folgende News zur Incam-Beteiligung DirectAdvice.com:
DLJ`s Pershing Division and DirectAdvice Announce Licensing Agreement to Develop Online Personalized Financial Planning Service for Broker-Dealers
Thursday, July 27, 2000
JERSEY CITY, N.J. and HARTFORD, Conn.--(BUSINESS WIRE)--July 27, 2000--Donaldson, Lufkin & Jenrette Securities Corporation`s Pershing Division and DirectAdvice.com, Inc. announced today that they have entered into a licensing agreement that will allow Pershing to offer DirectAdvice.com`s online financial planning service to Pershing`s network of 650 independent broker-dealers.
The ability to customize DirectAdvice`s fully web-enabled, comprehensive financial planning service enables those independent broker-dealers to develop and deliver customized online financial planning services to their clients. Pershing`s customers will have the ability to integrate DirectAdvice into their existing online offerings delivered over Pershing`s NetExchange Client(TM) Internet platform.
``The DirectAdvice investment planning service has been favorably reviewed for its ability to generate a comprehensive, high-quality financial plan for the individual investor,`` said Alton C. Jones, Chairman of Pershing`s Global Customers Group. ``By providing a link to Direct Advice for our broker-dealer customers, we will help them to better service the needs of their clients and maintain their competitive advantage.``
Pershing, one of the nation`s largest securities clearing organizations, selected DirectAdvice`s technology after an evaluation of a number of the online financial planning solutions available today.
DirectAdvice is the leading provider of comprehensive, personal financial planning and advice services on the Internet.
``The agreement with Pershing is a key component of our business-to-business strategy to become the leading provider of customized financial planning services to the world`s leading financial institutions,`` said Brian L. Hollander, president and chief executive officer of DirectAdvice.
About DirectAdvice.com, Inc.
DirectAdvice.com, Inc. is a leading U.S. provider of online financial planning services. The Company`s proprietary technology enables households to consider all their financial goals when making sound savings and investment decisions. The Company also is a leading provider of customized financial planning services to the world`s leading financial institutions. DirectAdvice offers its breakthrough savings and investment planning service in Japan through Eadvisor, a joint venture between the Company and Softbank Finance, and in Germany under a licensing agreement with Incam AG. DirectAdvice is a Registered Investment Advisor with the United States Securities and Exchange Commission. The Company`s offices are located in Hartford, CT.
About Pershing
Pershing, a division of Donaldson, Lufkin & Jenrette Securities Corporation, is a leading provider of global correspondent financial services to 650 independent institutional and retail financial organizations. Located in nine offices worldwide, Pershing provides a full range of investment-related products and services to the financial services community. Its businesses include execution, settlement, financing, and information management services.
About NetExchange(TM)
NetExchange(TM) is the brand name for Pershing`s Internet offerings. This suite of products includes NetExchange Client for the account holder, and NetExchange Pro(TM) for the investment professional. Pershing also has relationships with a number of third-parties to provide market data and financial content through the NetExchange offerings.
Contact:
For DirectAdvice
The Dilenschneider Group Kim Shepherd or Jim Fitzpatrick 312-553-0700
For Pershing
Barbara Gallo Senior Vice President 201-413-2930
DLJ`s Pershing Division and DirectAdvice Announce Licensing Agreement to Develop Online Personalized Financial Planning Service for Broker-Dealers
Thursday, July 27, 2000
JERSEY CITY, N.J. and HARTFORD, Conn.--(BUSINESS WIRE)--July 27, 2000--Donaldson, Lufkin & Jenrette Securities Corporation`s Pershing Division and DirectAdvice.com, Inc. announced today that they have entered into a licensing agreement that will allow Pershing to offer DirectAdvice.com`s online financial planning service to Pershing`s network of 650 independent broker-dealers.
The ability to customize DirectAdvice`s fully web-enabled, comprehensive financial planning service enables those independent broker-dealers to develop and deliver customized online financial planning services to their clients. Pershing`s customers will have the ability to integrate DirectAdvice into their existing online offerings delivered over Pershing`s NetExchange Client(TM) Internet platform.
``The DirectAdvice investment planning service has been favorably reviewed for its ability to generate a comprehensive, high-quality financial plan for the individual investor,`` said Alton C. Jones, Chairman of Pershing`s Global Customers Group. ``By providing a link to Direct Advice for our broker-dealer customers, we will help them to better service the needs of their clients and maintain their competitive advantage.``
Pershing, one of the nation`s largest securities clearing organizations, selected DirectAdvice`s technology after an evaluation of a number of the online financial planning solutions available today.
DirectAdvice is the leading provider of comprehensive, personal financial planning and advice services on the Internet.
``The agreement with Pershing is a key component of our business-to-business strategy to become the leading provider of customized financial planning services to the world`s leading financial institutions,`` said Brian L. Hollander, president and chief executive officer of DirectAdvice.
About DirectAdvice.com, Inc.
DirectAdvice.com, Inc. is a leading U.S. provider of online financial planning services. The Company`s proprietary technology enables households to consider all their financial goals when making sound savings and investment decisions. The Company also is a leading provider of customized financial planning services to the world`s leading financial institutions. DirectAdvice offers its breakthrough savings and investment planning service in Japan through Eadvisor, a joint venture between the Company and Softbank Finance, and in Germany under a licensing agreement with Incam AG. DirectAdvice is a Registered Investment Advisor with the United States Securities and Exchange Commission. The Company`s offices are located in Hartford, CT.
About Pershing
Pershing, a division of Donaldson, Lufkin & Jenrette Securities Corporation, is a leading provider of global correspondent financial services to 650 independent institutional and retail financial organizations. Located in nine offices worldwide, Pershing provides a full range of investment-related products and services to the financial services community. Its businesses include execution, settlement, financing, and information management services.
About NetExchange(TM)
NetExchange(TM) is the brand name for Pershing`s Internet offerings. This suite of products includes NetExchange Client for the account holder, and NetExchange Pro(TM) for the investment professional. Pershing also has relationships with a number of third-parties to provide market data and financial content through the NetExchange offerings.
Contact:
For DirectAdvice
The Dilenschneider Group Kim Shepherd or Jim Fitzpatrick 312-553-0700
For Pershing
Barbara Gallo Senior Vice President 201-413-2930
that sounds very good!!!!
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