The all-cash deal will marry DirectAdvice’s Web-based financial planning platformwith an array of Mellon Investor Services (MIS) products.
The DirectAdvice product will be offered through Mellon Investor Services (MIS), a Mellon entity that provides employee benefit products together with shareholder services, securities brokerage and related securities products.
Hartford, Connecticut-based DirectAdvice, founded in 1995, designed its Web-based financial planning platform to complement a corporation’s existing benefits package by providing access to financial products and services that can help employees:
- manage life events,
- protect and create wealth,
- save money,
- manage their finances and
- help them achieve a proper work-life balance.
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