How Los Angeles Investment Advisors

Work Smarter with Technology

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Below are some of the ways

that Los Angeles investment

advisors work smarter with

technology

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Managing the Business

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Craig PollackFounder & CEO

Popular technology such as

CRM systems streamline daily

tasks

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Craig PollackFounder & CEO

such as maintaining business

records, handling payroll,

and ensuring regulatory

compliance

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Craig PollackFounder & CEO

Managing Client Assets

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Craig PollackFounder & CEO

Thanks to comprehensive

and leading-edge investment

software packages,

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Craig PollackFounder & CEO

investment advisors

can take better control over

the portfolios they manage

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Craig PollackFounder & CEO

Communicating with Clients

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Craig PollackFounder & CEO

Los Angeles investment

advisors integrate their trading

and CRM systems,

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Craig PollackFounder & CEO

so that the CRM can generate

automatic client notifications

using data received from the

trading program

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Craig PollackFounder & CEO

Bottom Line

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Craig PollackFounder & CEO

Los Angeles investment

advisors use an efficient

and effective combination

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Craig PollackFounder & CEO

of content management

systems and task-specific

software solutions to work

smarter

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

What technology solutions

does your firm find the most

valuable?

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Let us know your thoughts

in the Comments box below

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