In today’s rapidly evolving, volatile and changing markets, financial advisors need to have timely, accurate and meaningful performance reporting information to better manage relationships and communicate more effectively with clients. With the Dow moving 500 or more points on any given day, investors are becoming increasingly anxious about the health of their portfolios. No longer can advisors wait until month end to be able to communicate portfolio performance and benchmark comparisons. Today’s volatile markets require that you have the ability to view and report on a client’s entire portfolio on a daily basis.
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