Create a Portfolio Management Software Adoption Plan

King, Rebecca
January 2011
Journal of Financial Planning;Jan/Feb2011 Practice Management Sol, p24
Academic Journal
The article discusses tips and benefits of creating a portfolio management software adoption plan. It states that technology is playing an important role in financial planning and it can help save time, deliver a better client experience, ensure consistency and quality in services. It also notes the functionality of portfolio management software which includes asset allocation/rebalancing, client billing/accounting and data management. Furthermore, the nine steps to develop a plan particularly the top two or three business objectives are also discussed.


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