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Suncoast Schools FCU Offers Wealth Management to Members

FREMONT, Calif. - AdviceAmerica, Inc., an online wealth management firm making a push in the credit union industry, said that it has entered into an agreement to license its wealth planning software to the $3.75 billion Suncoast Schools FCU. "Credit union members are looking for professional advice regarding how they...

By Staff Writer | Updated on June 17, 2003

FREMONT, Calif. – AdviceAmerica, Inc., an online wealth management firm making a push in the credit union industry, said that it has entered into an agreement to license its wealth planning software to the $3.75 billion Suncoast Schools FCU. “Credit union members are looking for professional advice regarding how they can attain their financial goals. AdviceAmerica’s system will help us to expand our services, present sound and comprehensive financial advice and better manage the relationship with our members,” said Tom Dorety, CEO of Suncoast Schools FCU. Advice America’s wealth management solution utilizes sophisticated rules and modeling techniques developed by experts in personal finance and Internet technology. The company claims that the system will deliver personalized, objective advice that will help customers navigate the complex world of personal finance. In addition, the system will provide specific product recommendations, making it easier for credit union members to implement their financial plans.

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