Transaction data and why financial advisory firms need it

November 17th, 2023 | Viewpoint

Transaction Data Magic

By Gary Shepherd

Throughout my experience of 28 years in B2B software companies specialising in financial Customer Relationship Management (CRM) software, and investment data/client reporting software, I’ve recognised the paramount importance of clean and reconciled data for wealth management firms. This article explores why such data should serve as the backbone of advisory firms, specifically in tax planning, client portfolio management, and performance analysis.

Click here to read the full LinkedIn article: Transaction Data Magic: Why Advisory Firms Need It

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