Do You Know Where Your Client Data Is? Reviewed by Momizat on . No financial technology innovation has saved advisors more time than when custodians began transmitting data files to firms.  Prior to this change, client data No financial technology innovation has saved advisors more time than when custodians began transmitting data files to firms.  Prior to this change, client data Rating: 0
You Are Here: Home » QuickPress » Do You Know Where Your Client Data Is?

Do You Know Where Your Client Data Is?

No financial technology innovation has saved advisors more time than when custodians began transmitting data files to firms.  Prior to this change, client data was updated by taking statements and keying them into the portfolio accounting system.  At the end of each quarter, statements were stacked thick and the data entry sprint began so that client reporting and billing could be completed.

To read the full article in FinancialPlanning, click: Do You Know Where Your Client Data Is?

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 1838

©2018 NACVA and the Consultants' Training Institute • (800) 677-2009 • 5217 South State Street, Suite 400 Salt Lake City, UT USA 84107

event themes - theme rewards

UA-49898941-1
lw