The quarter is ending. An office needs to gather information for performance reports. Documents are everywhere-market commentary is in Word files, performance measurement data is in the portfolio management system, client profiles are in the CRM system. Documents are pulled from everywhere. Facts and figures are manually aggregated. Pages are created, passed about and given to employees to fact check and proof.
That's the picture author Neesha Hathi paints in her Practice story ("Integration Issues," page 89). Not exactly a model of efficiency. And, as she says, not an uncommon portrait of what happens in many RIA offices.
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