Sentences with phrase «access to the client management»

For access to the client management and online appointment booking features, it's $ 300 per year.

Not exact matches

We use it for client contact management and prospecting, as well as internal production, shipping and accounting data, which everyone has access to as needed.

Those clients will have regular access to an E * Trade account team: «If they want someone to validate what they're doing and look at their risk profiles, those advisors can do that,» says Rich Messina, SVP of Investment Product Management.

At the same time, the bank is hoping the move could force clients who want continued access to hot IPOs to put more of their assets with the firm's wealth management business.

A Bloomberg client recently raised a concern that Bloomberg News reporters had access to limited customer relationship management data through their use of the Bloomberg terminal.

To give clients around the world access to our best products and ideas, our investment teams are supported by a global platform that includes rigorous compliance and active risk managemenTo give clients around the world access to our best products and ideas, our investment teams are supported by a global platform that includes rigorous compliance and active risk managemento our best products and ideas, our investment teams are supported by a global platform that includes rigorous compliance and active risk management.

Simultaneously, behemoths Morgan Stanley have given its wealth management clients access to invest in Lending Club.

They want to maintain access to management, drive trading volume, and give special attention to a handful of high - dollar clients.

Our program includes access to our credit education site where clients can learn tricks and tips through proper credit management.

«Richardson GMP is the first wealth management firm to provide its clients with access to the VC asset class through our managed model, which bridges the gap between traditional wealth management and accessible venture capital via our new online investor platform,» said Mark Skapinker, Managing Partner at Brightspark.

What should an advisor who delivers investment - only management and no financial plan, no ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions charge their clients?

Its online platform provides scheduling, booking, client management, and financial transaction processing to enable food businesses access to commercial kitchen spaces.

Chris — I have a 12 week online program called Hashimoto's Self - Management Program that covers all of the strategies that I go through with my one - on - one clients, in a self - paced format, so that participants have access to all of the things I've learned about Hashimoto's without having to schedule costly consults with me or another practitioner.

I do offer a 12 - week online program called Hashimoto's Self - Management Program that covers all of the strategies that I go through with my one - on - one clients, in a self - paced format, so that participants have access to all of the things I've learned about Hashimoto's without having to schedule costly consults with me or another practitioner.

I have a 12 week online program called Hashimoto's Self - Management Program that covers all of the strategies that I go through with my one - on - one clients, in a self - paced format, so that participants have access to all of the things I've learned about Hashimoto's without having to schedule costly consults with me or another practitioner.

Our clients benefit greatly from the ability to access our cloud - based learning management system at an affordable cost that doesn't break the budget.

** Key features of the BlackBerry Pearl Flip from T - Mobile include the following **: · First BlackBerry smartphone to offer popular flip design · Wi - Fi - enabled (802.11 b / g) supporting Wi - Fi calling and fast Web browsing · Support for Unlimited HotSpot Calling, offering unlimited nationwide calling over accessible Wi - Fi networks · T - Mobile's myFavesSM support to stay in touch with those who matter most, with quick, one - click access for instant messaging, e-mailing, texting or calling to your Fave 5 SM from the Home Screen · Enhanced SureType ® keyboard to support text messaging, picture messaging, instant messaging (six popular clients), personal e-mail (access up to 10 supported e-mail accounts), and corporate e-mail · 2.0 megapixel camera with digital zoom, built - in flash and video recording (requires microSD card) · Advanced media player for pictures, music and video with full - screen video playback · Stereo Bluetooth ® support (A2DP / AVRCP) and 3.5 mm stereo headset jack · Media management software included on the BlackBerry Tools CD, which allows transfer of music files including sync of desktop iTunes music files *** · Enhanced HTML browser for high - performance browsing with a more desktop - style depiction · Internal QVGA 2.4 - inch diagonal screen, 320 x 240 pixels and supporting 65K colors · 128 MB of flash memory, 256 MB microSD card included, and support for up to a 16 GB microSD / SDHC card · Quad - band GSM / GPRS / EDGE / Wi - Fi network including support for international roaming · Dimensions: 3.9» x 1.96» x 0.68» · Weight: 3.6 oz

Wi - Fi (802.11 b / g) connectivity for expanded coverage, as well as faster Web browsing and file downloading Support for T - Mobile HotSpot @Home add - on plan Enabled for T - Mobile's myFaves SM so customers can stay in touch with those who matter most with quick, one - click access via instant message, e-mail, or by calling or texting their five favorite contacts from the home screen Popular instant messaging clients: AOL ®, Yahoo! ® Windows Live ®, Google ® and ICQ ® 2 - megapixel camera with 5x digital zoom, built - in flash, self - portrait mirror and full - screen viewfinder Advanced media player with search capabilities, full - screen video playback, stereo Bluetooth ® support (A2DP / AVRCP), 3.5 mm full - size stereo headset jack and dedicated volume controls - supports MP3, AAC, WAV, WMA audio and MPEG4, H. 263 and WMV video formats Roxio ® Media Manager for BlackBerry ® (included with BlackBerry ® Desktop Manager software), which allows customers to easily search for media files on their computers, view and organize them, create MP3 music files from CDs, add audio tags, create playlists and automatically copy or convert pictures, music and videos for optimal playback High - performance HTML browser for visiting favorite Web sites while on the go Incredibly intuitive user interface with an easy - to - use trackball, dedicated «menu» and «escape» keys, and context - sensitive menus that make navigation feel instinctive and fast Full QWERTY keyboard for easy text entry Large, ultra-bright 320x240 color display for vibrant imagery Innovative light - sensing technology that automatically optimizes the screen, trackball and keyboard lighting for indoor, outdoor and dark environments E-mail and memo spell - checking available in various languages including English, French, Italian, German and Spanish Premium phone features with Speaker Independent Voice Recognition (SIVR) for Voice Activated Dialing (VAD), dedicated «send», «end» and «mute» keys, noise - cancellation technology to offset background noise, a low - distortion speakerphone for hands - free conversations, and Bluetooth ® support for hands - free use with headsets, car kits and Bluetooth peripherals Intuitive call management features such as smart dialing, conference calling, speed dialing and call forwarding Quad - band GSM / GPRS / EDGE / Wi - Fi network support for international roaming BlackBerry Maps, a mapping application that provides customers with driving directions Built - in Handango ™ InHand catalog of additional software applications available for download Support for polyphonic, MP3 and MIDI ring tones Expandable memory storage via microSD expansion slot Ultra-thin, high - capacity, removable battery that further extends the exceptional battery life for which BlackBerry smartphones are known BlackBerry ® Internet Service support allowing access to up to 10 supported e-mail accounts, including most popular ISP e-mail accounts such as Yahoo! ®, AOL ® and Gmail ® BlackBerry ® Enterprise Server support tightly integrated with IBM Lotus ® Domino ®, Microsoft ® Exchange, and Novell ® GroupWise ®, and featuring IT policy controls for IT departments to manage usage and deployments

Our commitment to making your debt recovery process work includes access to free budgeting, money management and credit rebuilding learning centre offered to our clients.

Discretionary investment management may also ensure that the client has access to better investment opportunities through the portfolio manager.

Hylland Capital Management clients now have access to some of the best ETFs from companies like AGFiQ QuantShares, First Trust Portfolios, iShares ETFs, J.P. Morgan Asset Management, PowerShares by Invesco, ProShares, State Street Global Advisors, and WisdomTree.

Joanna Rotenberg, head of personal wealth management at BMO Financial Group, says the needs of customers are shifting and clients are seeking out digital tools to access and manage their money.

Client Point is Old National's online access to your Wealth Management account information.

As of 1st May 2018, clients can now construct a single portfolio to hold stocks from across global markets alongside cryptocurrencies, ETFs, CopyFunds, and many other financial assets.Clients will be able to: Buy stocks without paying any ticket or management feesGet competitive and transparent pricing — just 0.09 % per sideGain access

By paying only a 0.28 % management fee per year, clients gain access to human advice with CFP professionals.

«Orion is thrilled to be one of the first to provide our advisers with access to CLS's disruptive Smart ETF Models in order to meet our clients» demands and help drive down the cost of asset management,» says Orion CEO Eric Clarke.

Through our relationship with LPL Financial, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities, and insurance products.

Clients have access to our Educational Credit Site where they will learn the rules of credit, tips, and tricks to increase scores through the correct management.

In addition, as a client of Webster Business Credit, you'll have full access to the myriad of additional financial products and services available through our parent company, Webster Bank, N.A., including cash management, treasury services, HSAs, swaps and private banking.

«Our goal at Deutsche Asset Management is to provide clients with flexible access to products and solutions across a wide range of investment opportunities,» says Brian Binder, president of Deutsche Funds and head of US Product & Fund Administration.

Manage your student loan volume with automated asset management systems; receive expert training and access to full - time client support.

With unmatched access to executive management for clients, we strive to build long - term relationships with organizations of all sizes.

The advisory service aims at higher net worth clients, with an account minimum of $ 100,000, and offers access to human advisors as well as to its digital asset management advice.

For online access to your clients» Mutual Fund accounts, including consolidated customer portfolio management, detailed account information, electronic statements, transaction processing, new account establishment, and more.

Review of current investment portfolio, access client's exposure to financial risk and recommendations of active risk - management strategies in order to protect downside market exposure.

All staff and employees will have access to a full version of our practice management software to try for free, just as a paying client would so your multi-location can see how our software can work for your clinic's multiple locations and staff.

Kevin Bourke is affiliated with LPL and provides access to independent financial planning services, investment advice and asset management services to clients in the Santa Barbara area.

Then the «records management lawyer» specialist will combine the functions of accessing and reviewing records for relevance and privilege to be a single function, by electronically searching the client's ERMS index.

Designed for the iPad, iPad Mini and iPhone, iOrion enables mobile access to key Orion financial management tools as well as to information about clients, cases and contacts.

Our team of specialist brokers have access to no less than 40 capital and risk management providers at our and our ability to create tailored finance and / or risk management structures for a client are almost endless.

The firm has since extended its use of document management to include all client identification and is exploiting Invu's ease of use and rapid but secure search functionality to provide instant access to information.

The hub for our technology - based system is our case management software, which incorporates HITECH / HIPAA - compliant cloud - based document storage (with enterprise - grade encrypted security) that allows our attorneys immediate access to case files from anywhere in the world, and a client portal that provides direct and secure communication and document transfer, via the web or mobile app, among our clients, attorneys, and staff.

«As is the case with all of our product releases and enhancements, our latest release was made to help our client firms access the best and brightest technology inside of a single practice management solution,» said Rick Kabra, CEO of CosmoLex.

This project will allow Utah Legal Services (ULS) to implement the technology necessary to allow advocates serving clients remotely to securely access all of a client's internal case management information, pleadings and other documents as well as external court records and files.

This morning's Intapp Law Firm Risk Management Blog features a piece I recently published in Managing Partner Magazine in London entitled: «Managing Screens,» which explores the tension between tightly controlling access to sensitive client (and firm) information and fostering internal sharing, which I characterize as: «the potential of exploiting collective professional knowledge.»

If you're worried about missing something, imagine instead a scenario where you listen to a client's frantic message on your smartphone, log into your case management system to get updated on the matter, access the problem, solve the problem, notify the client of the solution via a quick call or email and then order another mai tai.

Most leading software packages for legal case management are using cloud technology, be it private, hybrid or public cloud technologies, allowing you and your clients to access information from anywhere, at any time.

While other practice - management platforms have mobile apps allowing lawyers to access their case and client information, this would be the first that would include a separate portal for use by clients.

The app will be a first among practice - management apps in that it will allow both clients and lawyers to access their case information.

Originally, the client access portal differentiated MyCase from the other case management products, but today, the client portals of many of the others function similarly to MyCase.