Measuring the Return on Technology Investment

Investment advisors need technology to grow and better manage their practices. However, many advisors are reluctant to take on new technology due to the cost and time involved. In this white paper, learn how Total Rebalance Expert® can give your firm over $500,00 return on investment, while reducing time and risk spent on rebalancing client accounts.


In this report, you will learn:
  • • Ways to maintain consistent risk/return parameters on client accounts
  • • How you can reduce manual time and error through automation
  • • Why you should practice tax gain or loss harvesting for optimal client performance
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