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Talking Through Consolidated Statement Reporting

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Manage episode 358559901 series 2935250
Indhold leveret af Osaic. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Osaic eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

78 episoder

Artwork
iconDel
 
Manage episode 358559901 series 2935250
Indhold leveret af Osaic. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Osaic eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

78 episoder

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