Thursday
Aug302012

Aplifi Continues to Add Feature Rich Enhancements to PolicyBox

Pompano Beach, FL, August 30, 2012 – Aplifi, a leading provider of Life & Annuity Order Management, Client Management and Electronic Document Delivery solutions for the financial services and insurance market segments, reported today that it recently released a host of new features into its PolicyBox platform continuing its commitment to be the best electronic policy delivery platform on the market.

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Friday
Aug242012

Innovest Sponsors Ray Johnston at Denver Golfers Against Cancer Event

Denver, August 24, 2012 – The 4th Annual Golfers Against Cancer (GAC) event held on July 29th and 30th was a huge success! The event kicked off Sunday night with the Gala at the Marriott South at Park Meadows featuring a silent and live auction and entertainment by Ray Johnston. Thanks to the sponsorship of Innovest Systems, the crowd was treated to a moving story about how new cancer treatments have been able to let Ray pursue his passion of music. After performing for the event, Ray had an audition for The Voice the following day. GAC also honored Dani Urman, a Cherry Creek High School student who has battled cancer and fulfilled her goal to play on her high school golf team. Both Ray and Dani are the reason Golfers Against Cancer continues our work to help find a cure for cancer.

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Wednesday
Aug152012

Inspira Joins WMSI’s Automatic Rollover Program Expanding IRA Choices

Wealth Management Systems, Inc. (WMSI) announced today that Inspira is being offered as an IRA Choice within its Automatic Rollover Program, expanding options for record keepers and plan sponsors managing rollover plan assets for missing and nonresponsive participants. 

Pittsburgh, PA – August 15, 2012 – Wealth Management Systems, Inc. (WMSI), the leading provider of rollover services within the financial services industry, and Inspira, the industry’s premier provider of independent IRA services, announced today that Inspira’s Total IRA™ is currently being offered through WMSI’s Automatic IRA Rollover Program. The Total IRA™ option features a competitive guaranteed return in excess of current money market rates which, when offered in combination with WMSI’s expert administration and automated account processing capabilities, will be a winning combination for both record keepers and plan sponsors.

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Wednesday
Aug082012

Innovest Systems Names Glenn Schmidt as Chief Operating Officer

New York, August 8, 2012 –Innovest Systems, LLC, a financial technology firm specializing in trust accounting and wealth management solutions, announced today that Glenn Schmidt has joined the firm. Glenn joins Innovest as its chief operating officer and will be responsible for overseeing the client service, implementation, operations, and product development teams. Additionally, Glenn will be contributing his considerable experience and expertise to Innovest’s overall strategic planning.

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Wednesday
Aug012012

Michael Panec Joins Administrative Systems Inc. as Chief Operating Officer

SACRAMENTO, CA - August 1, 2012    Administrative Systems Inc (ASI), a leading provider of benefit disbursements, tax reporting, and document printing solutions, today announced that Michael Panec has joined the company as Chief Operating Officer. Mr. Panec will oversee all operating activities including benefit payment processing, tax form reporting and document fulfillment. He will also be responsible for internal as well as client- facing technology development and infrastructure. Mr. Panec will report to Robert Hickman, ASI's President and CEO.

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