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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by Joel P. Bruckenstein, David J. Drucker

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Chapter 4

Portfolio Management Software

Mike Kelly

President, Back Office Support Service

Before we can discuss portfolio management software we must define it. This is particularly important as the different flavors of financial software expand and the edges become blurry. For purposes of this chapter, portfolio management software is software that allows a user to obtain, manage, and report on client data. At a minimum, that includes the acquisition of client financial data from various sources, calculation of internal and/or time weighted rates of return, calculation of management fees, and generation of reports for clients. This is, admittedly, a very broad definition but still delineates features beyond what advisors will have available ...

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