Technology tools for today's high-margin practice : how client-centered financial advisors can cut paperwork, overhead, and wasted hours /

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Bibliographic Details
Call Number:Libro Electrónico
Main Author: Drucker, David J., 1948-
Other Authors: Bruckenstein, Joel P., 1956-
Format: Electronic eBook
Language:Inglés
Published: Hoboken, N.J. : J. Wiley & Sons, ©2013.
Series:Bloomberg financial series.
Subjects:
Financial planners.
Finance, Personal > Computer network resources.
Investment advisors.
Investments > Data processing.
Finance > Technological innovations.
Planificateurs financiers.
Conseillers en placements.
Investissements > Informatique.
Finances > Innovations.
investment counsels.
Online Access:Texto completo (Requiere registro previo con correo institucional)
Table of Contents:
  • Machine generated contents note: ch. 1 Selecting the Right CRM System / Davis D. Janowski
  • ch. 2 Future of Financial Planning Software / Robert D. Curtis
  • ch. 3 Future of Financial Planning Software and the New Client-Advisor Relationship / Kory Wells
  • ch. 4 Portfolio Management Software / Mike Kelly
  • ch. 5 Achieving Growth and Profitability with Technology Integration / Jon Patullo
  • ch. 6 How the World Wide Web Impacts the Financial Advisor / Jason Lindstrom
  • ch. 7 Managing Your Online Presence / Marie Swift
  • ch. 8 Client Portals and Collaboration / Bill Winterberg
  • ch. 9 Cloud / J.D. Bruce
  • ch. 10 Digital Signature Technology / Dan Skiles
  • ch. 11 Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms / Daniel D. Kleck
  • ch. 12 Virtual Staff Sparks Growth, Profitability, and Scalability / Jennifer Goldman
  • ch. 13 ROI
  • The Holy Grail of the Technology Purchase Decision / Timothy D. Welsh
  • ch. 14 Building an Efficient Workflow Management System / David L. Lawrence.

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