*Video – Quarterly Client Reporting is a Waste of Time & Money

April 24, 2019 David Gemma
UNAPEN, UNAPEN 25th Anniversary, IT solutions, IT NON PROFIT, IT ASSET MANAGEMENT, CRM, ASSET MANAGEMENT CRM, CLIENT REPORTING, WEALTH MANAGEMENT, WEALTH MANAGEMENT IT, WEALTH MANAGEMENT CRM, BUSINESS CONTINUITY, DISASTER RECOVERY, ADVENT, SS&C, ADVENT AXYS, PriceFusion, ADVENT APX, APX, CUSTOM REPORTING

Like most firms, you're probably finishing up your quarterly client reporting,

which as usual, was another painful, multi-week fire drill.

If you could complete that whole process in 1/3 of the time...

What would you do with all that newfound time and resources?

Maybe something productive?