Financial planners are really in the information management business. Each component of our work depends on a mass of information. It's collected, stored, analyzed, manipulated and formatted into files, reports, charts and graphs, and distributed to clients mechanically or electronically.
Our firm uses as many technological tools as possible to make information collection, management and distribution more efficient. Moreover, we work hard to look ahead and integrate the most appropriate software and hardware-the game changers-as they're introduced to the market.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access