PrimeVest has launched a new online trading platform that is more robust than the old platform it offered its more than 1,600 advisors. The new platform incorporates the latest in “performance reporting, projected income reporting and cost basis trading, all seamlessly integrated via SmartWorks, PrimeVest’s advisor workstation,” the company said in a statement.
The projected income reporting capabilities—which track items like interest and dividends coming due—are particularly helpful to advisors who have Baby Boomers as clients, PrimeVest’s IT Director James Holweger noted in an interview. Boomers, he said, are very interested in looking at projected income streams.
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