Sentences with phrase «client management tools»

Mobile - friendly and intuitive, Top Producer ® gives today's agents, teams and brokers the robust client management tools they need to maintain relationships at every stage of the client lifecycle.

Industry leading client management tools — stay better organized, stay in touch with your network and enhance your income

The task feature will be one of your most important client management tools thanks to Your Firm App.

Webydo gets bonus points for looking outside the traditional design platform paradigm and offering client management tools in addition to its code - free web design features.

Although VPS provides you with a single point of contact with a long tenure, VPS captures your instructions in its client management tool in order to maintain your service experience on future projects regardless of the paralegal with whom you may work.

Secondly using Microsoft's Client Management tool to manage the devices and the third and the last being the familiarity of users with Windows 10.

It featured a trade fair with more than 40 exhibitors and 17 well - attended learning centre sessions, covering a variety of topics ranging from internal DLC business building and client management tool training to private lending and insurer offerings.

Not exact matches

The tax differences between Roth IRAs and their traditional counterparts can also make them an attractive estate planning tool, which is why Ryan Payne of Payne Capital Management in New York advises clients to do a Roth conversion if they want the money to go to their heirs.

As your business needs evolve, be sure to strateglically review all features in the tool at least twice a year to maximize your investment in the software, says John Kiraly, client informations systems manager at ARI, a fleet management company.

Singapore is the safest nation to do business, according to global risk management company Pinkerton's new tool to help corporate clients assess threats on a country - by - country basis.

eBay Blackthorne is a client tool for inventory management, meaning you can choose to have it reside on your computer rather than on a server somewhere else, giving you more control over your data.

Some of the tools my clients use for project management and KPI tracking include: Workboard, MavenLink and BaseCamp.

MaRS client Rna Diagnostics Inc., a molecular diagnostics company developing tools to assist in the management of cancer chemotherapy, today announces that it has appointed Dr. Harry D. Bear to its Clinical Advisory Board.

, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.

Wes is also a partner at Wela, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.

Our sales and project management staff are seeing very positive results as they use this tool when working with clients to close deals and effectively manage contracts after the sale.»

«Our relationship with New Constructs will provide our clients with the research, reports and management tools that will give them a clear picture and help validate their investment ideas.»

Best FX Derivatives Provider Goldman Sachs Goldman Sachs commands a premium for its FX derivatives by bundling them with advisory services, state - of - the - art risk management tools and a willingness, when its FX desk sees an opportunity, to put its own balance sheet at risk for clients who lack liquidity.

Sub-advised by Wellington Management Company LLP («Wellington»), this actively managed ETF delivers a core fixed income strategy and adds to a growing and comprehensive suite of investing tools for financial advisors and their clients.

Client relationships are an ongoing focus for the company, but they also are one of the main topics discussed every two weeks at Wyandot's Presidential Operational Meeting, which Chilton describes as «a key management tool.»

In this model, the Yoga Therapist works with other medical and healing professionals as a supporting expert offering clients a highly personalized holistic health and lifestyle plan along with stress management tools that suit their individual situation and needs.

My aim is to empower my clients through education, and by giving them the treatment tools they need for self - management, self - care, and self - healing.

India About Blog Hospitality Paradigm's training programs and seminars are specifically designed to provide management professionals from the hospitality industry with the tools and techniques that will motivate their teams to better understand the needs of their clients, thereby optimizing revenues.

«The dashboard management tool, automated customer communication and simple, one - click cancellation booking systems have made the booking process much easier for our clients, and provides us with a clear and accurate overview of all bookings and room availability at any given time.

Existing classroom tools like an LMS (learning management system) or an internal email client can be repurposed for a game.

We specialize in eLearning content authoring tools, Learning Management Systems (LMS), Template & Asset Libraries and other related software that enables educators, trainers, content developers and instructional designers — and their organizations — to produce and manage highly effective learning experiences for their clients, students and staff.

We put our clients first, aiming to be an extension of their departments, delivering dynamic, accredited online courses, reliable records management technology, innovative performance support tools, and world - class customer service.

** 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

Powerful Customer Relationship Management Tools Manage your organization and clients from within a single, powerful CRM interface

As part of the process, they educate their clients in debt management and the consumer credit system to equip them with the tools necessary to maintain their results, long after their service ends.

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.

In response, NSFX Ltd. has created MyNSFX, a unified client and partner management console fully integrated into the core system that incorporates the trading platform with every tool — and it is never more than one click away.

We provide the Ally Invest API to active clients who want to build a personal application, connect through a wealth management site or use third - party trading tools.

TurboDispute delivers the best credit repair business platform with tools such as automated dispute letters, client and affiliate portal, client invoicing system, activity feed, team management and fully customizable platform that you can adjust to your specific needs.

The tool allows advisers to import portfolio information from spreadsheets or other CRM [customer relationship management] software and then provide the client with multiple model portfolios demonstrating different risk estimations.

Wes is also a partner at Wela, a digital advisory service that offers free financial management tools and the ability for clients to work online with a financial planner.

By contrast, there are other firms, such as Personal Capital and my firm, Rebalance IRA, where we have similar investment philosophies and similar use of technology, but we have real, live investment advisors who deal extensively with clients and match them with the right asset allocation, low - cost underlying portfolios, very low cost, and disciplined rebalancing, which is really an essential risk management and return tool.

Most debt management firms have comprehensive online tools, interactive calculators and free resources available to potential and existing clients.

Save time that you can redirect toward running your business with our smart online cash management tools and services available to all of our business banking clients.

The NSFX Ltd. development team have worked closely with both management and experienced traders to create a range of trading critical tools that we provide free to all NSFX clients.

The VA carrier will do the free 1035 exchange, and then advisers are able to charge investment management fees for using investing tools like Portfolio Models or by using Comprehensive Asset Allocation Software to manage money like you'd do for the rest of your client accounts.

While helping a dog to feel less reactive takes time, there are often management tools that I often teach my clients, mainly leash handling skills.

Patty Khuly, VMD, MBA, urges you to think about all the fun new gadgets, tools, and toys the veterinary industry has to offer... if you want to stay ahead of the curve on everything from telemedicine, surgical technique, and anesthesia monitoring to marketing, social media management, and client communication

Now you've sorted your time and money management, you need tools to help you store your files in the cloud, and communicate with clients or other freelancers.

This certification covers the management tools and processes ensuring that all the 80 or so meteorological products the Bureau produces meet client needs.

All three DMs are also offering or developing client collaboration tools with built - in document versioning and management.

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.

This type of platform provides lawyers with an assortment of tools designed to make running a law firm more efficient, ranging from case and matter management, time tracking, billing and reporting, and client contact management.

According to Susskind, in - house lawyers identify legal risk management as their central concern — yet hardly any law firms have developed methods, tools or systems to help clients review, identify and quantify risks.

The firm will be implementing practice, case and matter management along with an online client portal, CRM and business analysis tools.