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?
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