Today, we are in the era of Big Data. The amount of data that flows through a financial advisory firm on a daily basis is increasing exponentially. And yet, many data functions at these firms are still handled manually—and stubborn manual data entry and retrieval bottlenecks continue to hinder operations.
Tag: partnership accounting
Advisors using ClientLogix are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort.