Greetings!
A
dvisors are wasting so much time these days looking for information
instead of
acting
on information:
Portfolio accounting, financial planning, custodian platforms, broker/dealer info, sponsor downloads, flat file or excel downloads with funds and alternatives from a mix of on-premise and hosted sources…
what a time-consuming mess!
Calculate the actual dollars you’re burning with all that time and effort and you’ll be shocked!
Don’t go looking for data, let information find you!
What used to take hours or days to discover and process can now be accomplished in minutes using a straightforward and easy-to-use set of dashboards.
Streamline and reduce effort
for managing current business, as well as allow significant asset growth and profitability without proportionately growing workload and overhead.
Best Regards,
David Gemma, CEO/CMO at UNAPEN, Inc.
