3 Tips for Maximizing Your Portfolio Management Software

King, Rebecca
March 2011
Journal of Financial Planning;Mar/Apr2011 Practice Management, p12
Academic Journal
The article offers tips on how financial advisers can maximize their portfolio management software in the U.S. It states that financial advisers can further leverage their existing software by using its rebalancing functionality, utilizing it to generate investment reports for their clients and focusing on a particular benefit that is important to them. It notes that the use of portfolio management software allows 25% more financial advisers to report an increase in productivity. It suggests that financial advisers should examine the benefits they want to receive from their portfolio management software and take action that will increase the likelihood of their success.


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