how los angeles investment advisors work smarter with technology (slideshare)
TRANSCRIPT
How Los Angeles Investment Advisors
Work Smarter with Technology
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Below are some of the ways
that Los Angeles investment
advisors work smarter with
technology
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Managing the Business
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Popular technology such as
CRM systems streamline daily
tasks
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
such as maintaining business
records, handling payroll,
and ensuring regulatory
compliance
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Managing Client Assets
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Thanks to comprehensive
and leading-edge investment
software packages,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
investment advisors
can take better control over
the portfolios they manage
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Communicating with Clients
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Los Angeles investment
advisors integrate their trading
and CRM systems,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
so that the CRM can generate
automatic client notifications
using data received from the
trading program
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Bottom Line
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Los Angeles investment
advisors use an efficient
and effective combination
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
of content management
systems and task-specific
software solutions to work
smarter
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
What technology solutions
does your firm find the most
valuable?
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Let us know your thoughts
in the Comments box below
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