Search Engine, Dow Jones Wealth Manager, Updates Search Technology

Updated on Friday, March 14th, 2008 at 10:20 am

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New York, New York - (Cheap Web Hosting Directory) - March 14, 2008 - Search engine from Dow Jones and Company, Wealth Manager, has been designed to enable advisors to more easily gather news pertinent to workflow and clients, for enhanced customer service and business development opportunities.

Michael Porch, Vice President, financial products, Dow Jones Enterprise Media Group noted, ”Dow Jones Wealth Manager has been redesigned to more effectively provide financial advisors with a solution that enables them to truly differentiate on service, and in this way significantly build their book of business. These enhancements make engaging with clients and prospects easier by providing advisors with information when, where and how they need it, in a format that is integrated into their daily workflow. Dow Jones Wealth Manager provides financial advisors with contextual relevance of news and information, within all their client and prospect communications.”

Most noteworthy is the inclusion of advanced search technology that delivers relevant news in a graphical format, organized by subject, company, industry and associated theme. These visualizations provide context around the news so that advisors can make better decisions. The new search functionality leverages cutting-edge capabilities from the Dow Jones Factiva product suite.

Additionally, greater integration options for Dow Jones Wealth Manager are now available via the Dow Jones Client Solutions team, providing advisors with seamless access to information within their own internal workflow solutions. Dow Jones Wealth Manager can be fully integrated into a CRM solution, a portfolio management or retirement planning system, a proprietary client-facing web site — or through a suite of widgets that allow firms to adopt only those components of the business development solution that best suit their needs.

According to CEG Worldwide’s research Best Practices of Elite Advisors: The Wealth Management Edge, all financial advisors can greatly benefit by employing the same business practices as elite advisors — those typically referred to as wealth managers who earn an average net income of about $900,000 but serve less than half the number of clients of other advisors. By reducing the number of clients and focusing solely on more affluent accounts, advisors have more time to communicate effectively with clients, thereby offering them superior service, which builds stronger client relationships and ultimately increases assets under management.

Additional enhancements to Dow Jones Wealth Manager include: — Enriched Client Profile service, with more options for automatic article retrieval based on client interests and holdings — News For All Clients” shows a consolidated view of all news related to an advisor’s book of business and “News For a Specific Client includes articles of interest to a specific client. Now users can view results in both views for different categories including holdings, investment interests, professional, personal, or custom interests, or all. — Client Briefcase, which offers an archive of articles that can be saved by specific topic or category, and permissioned for access by individuals, teams or firm-wide — A suite of Dow Jones Wealth Manager premium features, including customized newsletters, charts and portfolio tracking Dow Jones Wealth Manager draws upon Dow Jones’s award-winning publications and sources, including Dow Jones Newswires, The Wall Street Journal, Barron’s and Smart Money.

Dow Jones Client Solutions delivers end-to-end technology-enabled business solutions along with innovative consulting services that help enterprises transform their information assets into competitive advantage.

Dow Jones and Company is a News Corporation company and a provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron’s, MarketWatch and the Far Eastern Economic Review. Its Enterprise Media Group includes Dow Jones Newswires, Dow Jones Factiva, Dow Jones Client Solutions, Dow Jones Indexes and Dow Jones Financial Information Services. Its Local Media Group operates community-based information franchises.

For more information about Dow Jones Wealth Manager, please visit: www.djnewswires.com/djwm.

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