Gadget Girl: The case of the million dollar word
February 20, 2017 @ 8:54 pm
For advisers and their clients, a plethora of numbers and data can be rather overwhelming. For today's case, Gadget Girl attempts to make sense of data aggregation, and she isn't afraid to use a taco to make it happen.
A quarterly performance reporting solution to show detailed information for multiple investment options including separately managed accounts.