Discount Website Bucks Trend By Increasing Internal Sales Compliance
NEWS RELEASE
Contact:Edward Iftody, BA, CIM
PureLogix Corp.
306 – 1140 Pendrell Street
Vancouver, BC V6E 1L4
Phone: 778-839-3758
www.purelogix.netinfo@purelogix.net
Discount Website Bucks Trend By Increasing Internal Sales Compliance
Vancouver, BC – January 26, 2006 – In recent years, the do-it-yourself investor, has continued to receive less and less help in regards to suitability of investments from the discount brokerages they do business with. One discount website is bucking that trend.
No newcomer to the investment business, Paul DuMoulin, CFP, a 13 year IDA veteran, and co-founder of portfolio4less.com is taking his discount website in a new direction. Instead of trying to ‘do away’ with suitability and know your client issues, porfolio4less.com is embracing sales compliance by contracting PureLogix Corp.’s new online compliance software platform, Compliance Net to help beef up internal sales compliance processes.
According to Mr. DuMoulin, "Compliance issues, and in particular suitability of investment issues are the main source of friction between advisors and clients. Compliance Net ensures that our portfolios are always in check with our clients’ risk and return expectations. It is our responsibility to our clients to ensure that they are invested properly and Compliance Net leaves no room for error in this department.”
“I think it’s great to see a discount website just as interested in protecting investors from inappropriate investment decisions as they are in offering great transaction pricing,” says Edward Iftody of PureLogix Corp. “We’ve very pleased to have been selected by portfolio4less.com to help them in this department.”
Mr. DuMoulin, CFP is co-founder of portfolio4less.com.
For information: www.portfolio4less.com or
Contact: portfolio@portfolio4less.com
Phone: 1-866-466-4745
Mr. Iftody, BA, CIM is president of PureLogix Corp., a financial technology firm dedicated to increasing investor knowledge and product awareness.
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Contact:Edward Iftody, BA, CIM
PureLogix Corp.
306 – 1140 Pendrell Street
Vancouver, BC V6E 1L4
Phone: 778-839-3758
www.purelogix.netinfo@purelogix.net
Discount Website Bucks Trend By Increasing Internal Sales Compliance
Vancouver, BC – January 26, 2006 – In recent years, the do-it-yourself investor, has continued to receive less and less help in regards to suitability of investments from the discount brokerages they do business with. One discount website is bucking that trend.
No newcomer to the investment business, Paul DuMoulin, CFP, a 13 year IDA veteran, and co-founder of portfolio4less.com is taking his discount website in a new direction. Instead of trying to ‘do away’ with suitability and know your client issues, porfolio4less.com is embracing sales compliance by contracting PureLogix Corp.’s new online compliance software platform, Compliance Net to help beef up internal sales compliance processes.
According to Mr. DuMoulin, "Compliance issues, and in particular suitability of investment issues are the main source of friction between advisors and clients. Compliance Net ensures that our portfolios are always in check with our clients’ risk and return expectations. It is our responsibility to our clients to ensure that they are invested properly and Compliance Net leaves no room for error in this department.”
“I think it’s great to see a discount website just as interested in protecting investors from inappropriate investment decisions as they are in offering great transaction pricing,” says Edward Iftody of PureLogix Corp. “We’ve very pleased to have been selected by portfolio4less.com to help them in this department.”
Mr. DuMoulin, CFP is co-founder of portfolio4less.com.
For information: www.portfolio4less.com or
Contact: portfolio@portfolio4less.com
Phone: 1-866-466-4745
Mr. Iftody, BA, CIM is president of PureLogix Corp., a financial technology firm dedicated to increasing investor knowledge and product awareness.
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posted by Edward Iftody, BA, CIM at
2:43 PM
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