How Los Angeles Investment Advisors Work Smarter with Technology (SlideShare)

How Los Angeles Investment Advisors

Work Smarter with Technology

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

http://www.techguideforlainvestmentadvisors.com/

Sponsored by


Craig PollackFounder & CEO

Below are some of the ways

that Los Angeles investment

advisors work smarter with

technology


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Managing the Business


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Popular technology such as

CRM systems streamline daily

tasks


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such as maintaining business

records, handling payroll,

and ensuring regulatory

compliance


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Managing Client Assets


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Thanks to comprehensive

and leading-edge investment

software packages,


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investment advisors

can take better control over

the portfolios they manage


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Communicating with Clients


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Los Angeles investment

advisors integrate their trading

and CRM systems,


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so that the CRM can generate

automatic client notifications

using data received from the

trading program


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Bottom Line


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Los Angeles investment

advisors use an efficient

and effective combination


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of content management

systems and task-specific

software solutions to work

smarter


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What technology solutions

does your firm find the most

valuable?


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Let us know your thoughts

in the Comments box below


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