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How Online Project Management Software Helps Los Angeles RIAs Courtesy of FPA Technology Services, Inc. http:// www.TechGuideforLAInvestmentAdvisors.com

How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

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Page 1: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

How Online Project Management

Software Helps Los Angeles RIAs

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Page 2: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Here are some of the many

ways that online project

management software helps

Los Angeles RIAs stay on track

Page 3: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

when workloads escalate

and/or team members spend

more time outside the office

Page 4: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• A Well-Connected Team

Page 5: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Access You Can Depend On

Page 6: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Enhanced security

Page 7: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Operating Flexibility

Page 8: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Bottom Line

Page 9: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

As teams get bigger,

and project participants spend

more time out of the office,

Page 10: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

comprehensive online solutions

need to coordinate an RIA’s

project portfolio

Page 11: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Because online project

management software

updates in real-time,

Page 12: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

the information is always

current, and ease of access

guarantees that business trips,

client visits,

Page 13: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

the information is always

current, and ease of access

guarantees

Page 14: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

that business trips, client visits,

and other out-of-office events

do not interrupt project flow

Page 15: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Do you use online project

management software?

Page 16: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

If so, which one do you

recommend?

Page 17: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Let us know your thoughts

in the Comments box below

Page 18: How Online Project Management Software Helps Los Angeles RIAs (SlideShare)

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