Use Discounted Tools
The Schwab Institutional Portfolio Rebalancer allows firms to automate the rebalancing process and scale for future growth. --Dan Skiles
During lean times, before looking to add staff, it makes sense to examine existing processes and technologies in order to make sure you're getting as much as you can from your current infrastructure...While advisors can mine numerous areas for overlooked opportunities, there is one asset that almost every advisor has at their disposal, but that way too few take full advantage of: the free and/or discounted tools that custodians and independent broker-dealers make available to their advisors. Right now, Dan Skiles thinks many advisors can benefit from the Schwab Institutional Portfolio Rebalancer. "This tool allows firms to automate the rebalancing process and scale for future growth," he says.
-Dan Skiles, vice president of client technology consulting at Schwab Institutional, in Tech Tools for a Tough Economy
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