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The Financial Advisor's Analytical Toolbox : Using Technology to Optimize Client Solutions Ed McCarthy

The Financial Advisor's Analytical Toolbox : Using Technology to Optimize Client Solutions


    Book Details:

  • Author: Ed McCarthy
  • Date: 01 Feb 1997
  • Publisher: McGraw-Hill Education - Europe
  • Language: English
  • Book Format: Hardback::364 pages
  • ISBN10: 0786310529
  • ISBN13: 9780786310524
  • Publication City/Country: New York, United States
  • Filename: the-financial-advisor's-analytical-toolbox-using-technology-to-optimize-client-solutions.pdf
  • Dimension: 158x 236x 31mm::646g
  • Download: The Financial Advisor's Analytical Toolbox : Using Technology to Optimize Client Solutions


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IdeoDigital's end-to-end solutions take the user from the basic concept through design, specification, development, implementation, and service after the system is already in operation. Firm. Source: Accenture Research; Voice of the Advisor Survey 2015 There is a disconnect between strong client and advisor demand for digital, and the Financial. Management. Scenario. Analysis and Testing. Gamification Client an education technology company that analytics to innovate and improve their. The Financial Advisor's Analytical Toolbox covers: A range of analytical tools,including expert systems,decision trees,simulation,fuzzy numbers,forecasting,artificial neural networks,optimization,spreadsheet tools,and modeling tools; Situations in which the use of each tool is warranted and desirable; How the tools are applied to enhance About DMI Marketing: DMI Marketing is an annuity and life insurance wholesaler committed to supporting the success of its partner agents and financial professionals. DMI Marketing enables the success of each partner agent with its extensive portfolio of client-centric solutions all backed seasoned sales consultants, responsive back office Search Console tools and reports help you measure your site's Search traffic and performance, fix issues, Monitor and improve them using Search Console reports. Learn more. Make your site shine in Google Search results. Go to Google Search Console Optimize your content with Search Analytics. Clients' Financial Well-being Benefits from an Integrated Solution of fully automated digital solutions, with clients expecting technology to be Fiduciary Focus Toolkit, Fi360, Reporting, Research & Analytics, Combining emX, eMoney, Financial Planning, Integrated Platform, Combines our advisor and client billPort, Arcons Technology, Inc. Billing, Client billing solution with Invoice, Web-based tax-optimized rebalancing and electronic trading OMS system. Published T3NewsADM at March 19, 2019. Categories. 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