CLEVELAND, OH — (Marketwire) — 03/07/13 — , a third-party administration firm with offices in Cleveland, Columbus and Cincinnati, recently launched the Cash Balance (CB) Navigator app. This free app provides a tool for financial advisors to quickly and easily generate a maximum annual contribution amount for clients and prospects."The CB Navigator app is a new innovation that will help financial advisors provide quick, accurate estimates to clients or prospects," said Trinity Princ
NEW YORK CITY, NY — (Marketwire) — 02/13/13 — , the portfolio stress testing toolkit of choice for RIAs, Private Wealth and Family Offices, launches a lead-gen application to help Advisors promote their portfolio stress testing capabilities.Advisors who purchase an Elite subscription to HiddenLevers now get access to an interactive app that enables prospective clients to request a portfolio stress test. The prospect can browse and select scenarios of concern, and then input their holdings an
