 By making the most of information at our fingertips, we can more effectively build our firms, provide better clients service and make our lives easier."Sheryl Rowling, chief executive,Total Rebalance Expert and principal at Rowling & Associates. |
Forget big data - here's how one adviser uses small data
Sheryl Rowling | InvestmentNews, September 2014
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Summary: As a counterpoint to the flurry of articles about "big data," many industry pundits are addressing the value of "small data." In my world, small data refers to the information I can access and interpret from my own resources within my RIA firm. Four tools make this possible for me: A CRM system (Junxure), portfolio accounting software (PortfolioCenter), re-balancing software (TRX) and tax preparation software (Lacerte).
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