Friday, April 16, 2010


Pershing Adds Assessment Tool for RIAs

Web-based business evaluator is called Healthcheck

Pershing Advisor Solutions announced Monday, April 12, that it has added a Web tool for its RIA customers called Healthcheck, which provides an assessment of the operating health of those RIAs’ businesses.

Pershing said that Healthcheck, developed with Australian practice management group Business Health, was created to maximize growth and profitability for RIAs. Healthcheck is a self-assessment questionnaire comprising more than 100 questions that generates an evaluation of the health of an RIA practice across more than 30 critical functions...

Investment Advisor: Pershing Adds Assessment Tool for RIAs

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