The Traderszone Network

Published in TZ Latest News 13 November, 2015 by The TZ Newswire Staff

To Track Client Portfolios, Advisors Use New Systems

It’s not enough for financial advisors to manage a client’s portfolio brilliantly. They also have to communicate to the client just how well the portfolio performs. In most cases, advisors produce regular reports — often every quarter — to update clients on their portfolios. The statements usually consist of performance results for each investment.

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