| Description |
1 online resource (1 volume) : illustrations |
| Series |
Bloomberg financial series |
|
Bloomberg financial series.
|
| Note |
"Bloomberg Press." |
|
"Fully revised and updated"--Cover |
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First edition titled: Virtual-office tools for a high-margin practice, published by Bloomberg Press in 2002. Cf. Copyright page. |
| Bibliography |
Includes bibliographical references and index. |
| Contents |
Machine generated contents note: ch. 1 Selecting the Right CRM System / Davis D. Janowski -- ch. 2 Future of Financial Planning Software / Robert D. Curtis -- ch. 3 Future of Financial Planning Software and the New Client-Advisor Relationship / Kory Wells -- ch. 4 Portfolio Management Software / Mike Kelly -- ch. 5 Achieving Growth and Profitability with Technology Integration / Jon Patullo -- ch. 6 How the World Wide Web Impacts the Financial Advisor / Jason Lindstrom -- ch. 7 Managing Your Online Presence / Marie Swift -- ch. 8 Client Portals and Collaboration / Bill Winterberg -- ch. 9 Cloud / J.D. Bruce -- ch. 10 Digital Signature Technology / Dan Skiles -- ch. 11 Innovative Software and Technologies Implemented at One of the United States' Leading Advisory Firms / Daniel D. Kleck -- ch. 12 Virtual Staff Sparks Growth, Profitability, and Scalability / Jennifer Goldman -- ch. 13 ROI -- The Holy Grail of the Technology Purchase Decision / Timothy D. Welsh -- ch. 14 Building an Efficient Workflow Management System / David L. Lawrence. |
| Subject |
Financial planners.
|
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Finance, Personal -- Computer network resources.
|
|
Investment advisors.
|
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Investments -- Data processing.
|
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Finance -- Technological innovations.
|
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Planificateurs financiers. |
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Conseillers en placements. |
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Investissements -- Informatique. |
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Finances -- Innovations. |
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investment counsels. |
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Finance, Personal -- Computer network resources |
|
Finance -- Technological innovations |
|
Financial planners |
|
Investment advisors |
|
Investments -- Data processing |
| Added Author |
Bruckenstein, Joel P., 1956-
|
|
Drucker, David J., 1948-
Virtual-office tools for a high-margin practice.
|
|
Bruckenstein, Joel P., 1956-
Virtual-office tools for a high-margin practice.
|
| Other Form: |
Print version: Drucker, David J., 1948- Technology tools for today's high-margin practice. Hoboken, N.J. : John Wiley & Sons, ©2013 9781118434765 (DLC) 2012038305 (OCoLC)812081207 |
| ISBN |
9781118480533 |
|
1118480538 |
|
1118434765 (pbk.) |
|
9781118434765 (pbk.) |
|
9781283927826 (MyiLibrary) |
|
1283927829 (MyiLibrary) |
|
9781118480519 (e-book) |
|
1118480511 (e-book) |
|
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