TITLE

Efficiently Monitor Client Cash Flow

AUTHOR(S)
Winterberg, Bill
PUB. DATE
November 2010
SOURCE
Journal of Financial Planning;Nov2010, Vol. 23 Issue 11, p40
SOURCE TYPE
Academic Journal
DOC. TYPE
Opinion
ABSTRACT
In this article the author discusses the identification of financial planning opportunities for clients through efficient cash flow monitoring in the U.S. He states that the risk of data entry errors is present in manual data processing. The author notes that the burden of data collection is eliminated by Internet-based financial transaction aggregation applications.
ACCESSION #
55414505

 

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