Technology Tools for Today's High-Margin Practice How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
Edition: 2nd 2013
List price: $42.50
30 day, 100% satisfaction guarantee
If an item you ordered from TextbookRush does not meet your expectations due to an error on our part, simply fill out a return request and then return it by mail within 30 days of ordering it for a full refund of item cost.
Learn more about our returns policy
Description: With the evolution of the virtual office idea has come an evolution in the software and systems now being used by the industry. Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours is a nontechnical trove of technology, clever workarounds, and procedural efficiencies tailored to help financial advisers move toward a paperless office, while still complying with SEC record-keeping requirements. The authors show planners how to reduce the amount of paperwork in their offices by 99 percent, slash overhead, and find anything they need in one minute or less by adapting innovative software tools and shifting from on-site employees to remote assistants and virtual work partners.This revised edition will include new information on SaaS and Cloud Computing, rebalancing systems, custodial tech platforms, software integrations, mobile devices/apps, social media tools, portfolio stress-testing software, portfolio accounting outsourcing, collaborative tools, file share and client vaults, digital signatures, running on Macs, security and the "virtual desktop."
Rush Rewards U
You have reached 400 XP and carrot coins. That is the daily max!
Limited time offer:
Get the first one free!
All the information you need in one place! Each Study Brief is a summary of one specific subject; facts, figures, and explanations to help you learn faster.
List price: $42.50
Copyright year: 2013
Publisher: John Wiley & Sons, Limited
Publication date: 2/6/2013
Size: 7.50" wide x 10.25" long x 1.25" tall
Peter F. Drucker has been Clarke Professor of Social Science and Management at Claremont Graduate School in California since 1971.
|Selecting the Right CRM System|
|The Future of Financial Planning Software|
|The Future of Financial Planning Software and the New Client-Advisor Relationship|
|Portfolio Management Software|
|Achieving Growth and Profitability with Technology Integration|
|How the World Wide Web Impacts the Financial Advisor|
|Managing Your Online Presence|
|Client Portals and Collaboration|
|Digital Signature Technology|
|Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms|
|Virtual Staff Sparks Growth, Profitability, and Scalability|
|ROI-The Holy Grail of the Technology Purchase Decision|
|Building an Efficient Workflow Management System|
|Epilogue: Advisor Technology: Yesterday, Today, and Tomorrow|
|About the Authors|
|About the Contributors|