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Talking Through Consolidated Statement Reporting

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Manage episode 358559901 series 2935250
内容由Osaic提供。所有播客内容(包括剧集、图形和播客描述)均由 Osaic 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Technology Solutions Consultant Mark Matheny from Advisor Group shares insightful skills and techniques when considering the proper consolidated statement reporting tools. Listen as Mark discusses how certain tools operate and how to best leverage them when interacting with your clients. Hear useful information on data consolidation sources, client portals and using filters to generate advisor reports.

  continue reading

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Artwork
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Manage episode 358559901 series 2935250
内容由Osaic提供。所有播客内容(包括剧集、图形和播客描述)均由 Osaic 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Technology Solutions Consultant Mark Matheny from Advisor Group shares insightful skills and techniques when considering the proper consolidated statement reporting tools. Listen as Mark discusses how certain tools operate and how to best leverage them when interacting with your clients. Hear useful information on data consolidation sources, client portals and using filters to generate advisor reports.

  continue reading

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