TITLE

Mobile Apps for Planners

AUTHOR(S)
Schulaka, Carly
PUB. DATE
March 2011
SOURCE
Journal of Financial Planning;Mar/Apr2011 Practice Management, p6
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article offers brief information on several mobile applications for financial planners including Black Diamond Performance Reporting LLC's BlueSky Mobile, Finantix's wealth management suit and Pershing LLC's NetX360.
ACCESSION #
59539447

 

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