Updated Thursday, July 10, 2014 as of 12:07 PM ET
Practice - Technology
Fiserv Has Software to Help the Independent Advisor
Saturday, September 1, 2012
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For an independent advisory firm, worthy proposal generation software can be a linchpin of growth because it can help an advisor make the case for why a client should move assets to a firm. In general terms, such software helps clients understand how their assets are deployed and how the advisor would improve that deployment.

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