DATAlynx delivers trustee and custodial services, transaction
processing and consolidated client reporting solutions to fee-compensated
financial
advisors. Taxable investment accounts, personal trusts and individual
and business retirement accounts are available. Advisors have access
to over 3500 mutual funds through DATAlynx, and over half with no transaction
fee. DATAlynx also custodies stocks, bonds, fixed and variable annuities,
limited partnerships and certificates of deposit in the account owner's
consolidated custody account. DATAlynx is known by its clients for
best-in-class personal service, flexibility and technology. DATAlynx
is also the sole institutional-only custodian for advisors; it will
not offer its services to retail investors, and that is guaranteed
in writing. For more information, call 1-800-525-2124, ext. 5116, or visit
www.datalynx.com.
A philanthropic services company, Foundation Source is the first to
offer automated technology and administrative services that make private
charitable foundations faster, easier and less expensive to provide and
manage. The company partners with financial institutions to enable them
to offer private foundations as part of a comprehensive wealth management
plan for their high net worth clients. Financial institutions earn fees
for asset management and financial planning, while their high net worth
clients establish a personal philanthropic legacy and reduce taxes. This
turnkey solution is easy to use, powerful and rapidly deployable. This
is the first of an entire suite of philanthropic solutions to be offered
by the company. Foundation Source is based in Norwalk, Connecticut. For
more information, visit www.foundationsource.com.