AccessMyLibrary provides FREE access to over 30 million articles from top publications available through your library.
Create a link to this page
Copy and paste this link tag into your Web page or blog:
myCFO Beats Client Acquisition Goals for First Year; Delivers Innovative Internet Service Offering for High-Net-Worth Market.
Business Editors/High-Tech Writers
MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Nov. 14, 2000
275 Clients Representing $42 Billion in Assets Prefer Unbiased,
Holistic Approach to Wealth Management
myCFO, Inc., a leading wealth-advisory firm for high-net-worth individuals, today announced it has reached a significant client acquisition milestone for its first year of service, with more than 275 clients representing $42 Billion in total net worth. The firm also unveiled its online financial-management tools and services, offering high-net-worth clients a comprehensive way to interact with their consolidated financial data.
"We are being engaged by high-net-worth clients at an unprecedented rate, validating the market need for the services myCFO offers," said Art Shaw, president and CEO of myCFO. This month also marks Shaw's first anniversary with the firm. "Our holistic, unbiased approach to wealth management is unique, and delivers perfectly against what affluent individuals expect from a leading advisory firm."
275 Clients Representing $42 Billion in Total Net Worth
- WealthTouch Launches One-of-a-Kind Investment Operations Service For High...
- Press release article from: Business Wire June 24, 2002 700+ words
...managers serving high net-worth and ultra-high net...institutions serving the high net-worth market. This service...data aggregation, expense management, and preparation of...wealth managers of high net-worth individuals with an...
- ByAllAccounts' WebPortfolio Selected By WealthTouch for Managers of High Net...
- Press release article from: Business Wire January 28, 2002 700+ words
...financial affairs of high net worth individuals with complex...that serve the high net worth market. The service...financial data aggregation, expense management, tax compliance and...wealth managers of high net worth individuals with an...
- myCFO Investment Advisory Acquires 75 Clients Representing $12 Billion in Net...
- Press release article from: Business Wire February 7, 2001 700+ words
...Representing Over $44 Billion in Net Worth myCFO, Inc., a leading...advisory firm for high-net-worth individuals, today announced...financial lives of high-net-worth individuals through best...Insurance, Philanthropy, and Expense Management & Financial Reporting...
- Harris myCFO, Inc. White Paper Outlines New Asset Allocation Model for High Net...
- Press release article from: PR Newswire September 23, 2008 700+ words
...investments in high net worth portfolios. The white...financial planning in high net worth contexts is significant...myCFO offers high-net-worth clients comprehensive...financial reporting, expense management and bill paying. For...
- WealthTouch Names New CEO, Expanded Management Team and New Board of Directors.
- Press release article from: Business Wire October 7, 2008 700+ words
...Accounting and Expense Management for Ultra-High-Net-Worth Families DENVER...ultra-high-net-worth families and their...portfolio accounting, expense management and multicurrency...ultra-high-net-worth client, WealthTouch...
- TnT Expense Management Launches Service Oriented Architecture for Global Access...
- Press release article from: Business Wire February 25, 2008 700+ words
...IT related information, TnT Expense Management, an industry recognized, premiere provider of telecom expense management (TEM) services, today launched...internal applications. TnT Expense Management maintains in-depth information...
- Gelco Expense Management Announces New Fraud Deterrence Capabilities; Mitigates...
- Press release article from: Business Wire August 15, 2005 700+ words
MINNEAPOLIS -- Gelco Expense Management, the leading global provider of automated expense management solutions, today announced at the...president, solutions management for Gelco Expense Management. "Gelco's response was to enhance...
- Gelco Expense Management and Business Finance Magazine Present`Quantifying the...
- Press release article from: Business Wire September 20, 2004 700+ words
...series of educational Web seminars Gelco Expense Management, the leader in expense management automation, together with Business...educate and inform those interested in expense management and cost controls. Entitled "Quantifying...