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Democratizing the Rate of Return: Real-time Portfolio Performance and Risk Reports for All Investors

To retain their "trusted" status, financial professionals must provide investors with complete information—or risk losing them. Demonstrate your value to...

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The Myths of GIPS®: Money-Weighted Returns for Client Performance Reporting

When measuring performance, results can differ depending on whether money-weighting or time-weighting is used. The time-weighted Global Investment Performance...

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Enterprise-Wide Data Consolidation

In the past decade, the financial services industry has undergone a major transformation, with the industry continuing to consolidate and competition...

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Unified Managed Households: Wealth Management Technologies Turn the Promise of UMH into Reality

Enterprise wealth reporting technologies are turning the concept of a Unified Managed Household into reality, enabling financial advisors to transform into...

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Broker-Dealer Sales Practices Oversight: The Secrets Of Their Success

Based on research derived from extensive personal interviews and in-depth surveys with 70+ broker-dealer executives, you'll gain insights into...

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