A New Tool to Help Slash Portfolio Management Costs Reviewed by Momizat on . As competition in the advisor tech space tightens, discount brokerages are expanding their platform’s offerings to appeal to a wider range of advisors.  One of As competition in the advisor tech space tightens, discount brokerages are expanding their platform’s offerings to appeal to a wider range of advisors.  One of Rating: 0
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A New Tool to Help Slash Portfolio Management Costs

Posted date: March 07, 2018 In: QuickPress

As competition in the advisor tech space tightens, discount brokerages are expanding their platform’s offerings to appeal to a wider range of advisors.  One of the more compelling new tools is automated portfolio management software that allows advisors to create recommendations digitally without the time and expense of consulting with an expert.

To read the full article in FinancialPlanning, click: A New Tool to Help Slash Portfolio Management Costs.

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.

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