Press Room
CPA Wealth Provider Financial Planning Award 2009, Honorable Mention
CPA Wealth Provider is proud to present the sixth annual financial planning awards honoring CPA/financial planning firms, broker/dealers, and financial planning software vendors as well as providing special Awards of Excellence to those who are in the vanguard of leadership in financial planning. The winners are those firms or companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area.
Bill Carlino, editor-in-chief of Accounting Today and editorial director of the Accountants Media Group, Daniel Hood, managing editor of Accounting Today, and Stuart Kahan, executive editor of CPA Wealth Provider judged the 60+ nominations received. The winners, along with honorable mentions, are detailed in these pages.
The following companies received honorable mentions and were cited for their accomplishments:
ASI Advisor Software
Lafayette, Calif.
"ASI Portfolio Rebalancing Solution® is the first enterprise level application that can streamline portfolio rebalancing, enabling advisors to significantly reduce manual portfolio management tasks."
http://www.webcpa.com/article.cfm?articleid=30989
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