Sentences with phrase «direct access to your clients»

Giverny Capital has discretion to trade on client's accounts through our custodian (NBIN) but does not have direct access to clients» assets.
Building your email list gives you direct access to your clients, customers and fanbase.
Ethical advisors will never request direct access to a client's money, but instead have the funds directly routed to the investment brokerage.
Using a third - party custodian also means the advisers have no direct access to clients» money.
For example, is the cloud vendor expected to support critical customer operations and will direct access to client information be required?
In addition, once you have direct access to clients, it is important that you impress them.

Not exact matches

In recent years, those clients have gained access to new, lower - cost channels such as direct market access (DMA), electronic trading facilities that allow them to bypass intermediaries and execute their own trades.
For clients who would like access to direct investing, our FTC Investor Services team is dedicated to meeting your needs.
Every BPG client receives personalized support and direct access to our inspection and engineer professionals at no charge.
We serve institutional investor clients in the U.S. and globally, providing direct access to both early and late stage private companies that are frequently closed off to other investors.
We pride ourselves on staying small at Vann Alexandra, so our clients have direct access to our core team.
Accountants have a few options to partner with SurePayroll: To become a referral partner and direct clients to the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto partner with SurePayroll: To become a referral partner and direct clients to the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientTo become a referral partner and direct clients to the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto the product; To use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientTo use the partner dashboard to access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto access client payroll information for those already using the product; Or to become a reseller and offer payroll services in - house to clientto become a reseller and offer payroll services in - house to clientto clients.
Canadian clients can now gain direct access to the bitcoin market, without being hit by conversion fees to other currencies along the way.
Also, give your buyer direct access to your team — to ask questions, gauge their loyalty, let them explain your client / work process and more.
Our clients have direct access to IMA's decision makers by phone or email when they want to talk about their portfolios.
We understand that different clients want different levels of involvement; therefore we offer a range of solutions from standalone funds to customised mandates, as well as access to proprietary secondary deals and direct co-investments for our family office and institutional clients.
The platform provides clients with direct access to real time quotes for well in excess of 500 emerging and developed...
He also has direct access to the head of the testing laboratory, with whom he discusses each clinical case before delivering the results and advising clients on their next steps.
GBG will do so without providing clients direct access to an interpretation of such results; clients will have to consult a medical professional for that, in compliance with U.S. Food and Drug Administration rules.
As a 1:1 coaching client, I'll personally create a customized workout routine for you designed around YOUR lifestyle; a personalized nutrition plan based around your schedule and preferences; and most importantly, VIP direct access to me for those times when you need it most.
Their clients gain access to the best Recruitment and HR professionals through our use of traditional, online, direct approach and social media sourcing strategies.
Sol Systems is a solar financing firm that provides investor clients direct access to investment opportunities in the solar asset class.
Their clients gain access to the best Recruitment and HR professionals through our use of traditional, online, direct approach and social media sourcing strategies.
In addition, corporate clients are a big focus for Sony and there are advanced networking options to configure direct access to dedicated server or VPN.
Superb attention: After the project launches, we give clients direct access to the professional tasked to complete their assignment.
This means all you have to do to get Android applications (things like Chrome, Drive and Instagram) up and running on your BlackBerry Passport is download a client like SNAP ---- SNAP gives you full access to most of Google Play's applications direct from your BlackBerry Passport, which, obviously, is bloody awesome ---- or browse through the numerous third - party stores that offer APK files for BB10, such as:
Global Exchange Connectivity We are committed to providing clients with direct market access via high - performance, reliable connections to the world's major futures exchanges in North America, Europe and Asia, executing orders though clearing members of CME Group, Interncontinental Exchange (ICE), New York Mercantile Exchange (NYMEX), Commerce Exchange (Comex), Eurex, and more.
Typically they provide clients with superior personal service and direct access to the principals of the firm, who may have exceptional expertise and experience.
Thanks to Altavest's proprietary technology and the cooperation of the Chicago Mercantile Exchange, Altavest now offers individual access to an alternative marketplace in a user - friendly format that requires only a few minutes a day for self - directed clients.
Direct access means giving clients a web - based hands - on approach to managing their alternative investment without having to rely on (and pay) an Investment Advisor.
Transparency and Custody: Clients always have direct access to their portfolio holdings.
By investing through her online RBC Direct Investing RRSP account, Client B has access to lower - cost investment alternatives.
Through multiple advanced trading platforms, we offer Direct Market Access privilege to eligible clients looking for a direct, quick, low - touch route to all major North American exchDirect Market Access privilege to eligible clients looking for a direct, quick, low - touch route to all major North American exchdirect, quick, low - touch route to all major North American exchanges.
TD Direct Investing clients have access to a range of no - fee market linked GICs.
«We look forward to providing our clients with key product enhancements that are important to them, such as direct access for a participant's financial adviser, paperless account opening, online fixed income trading, and the ability to trade through multiple channels.
This company employs about 5,000 people in the United States, and it includes credit history as a component of the background check for approximately 100 of those employees that have direct access to either the companies or its clients» funds.
In addition to utilizing credit history for employees with direct access to company or client funds, employers examine credit history for employees with access to sensitive information.
Direct access brokers give clients the ability to send their orders directly to market, allowing traders to skip the middle man and get faster trade executions.
CFD providers using the direct market access business model promise to «hedge» all client trades in the underlying market.
Every BPG client receives personalized support and direct access to our inspection and engineer professionals at no charge.
As a ZippiVet client, you have direct access to resources and education that are vital to prevention - based wellness.
Their clients gain access to the best Recruitment and HR professionals through our use of traditional, online, direct approach and social media sourcing strategies.
Sol Systems is a solar financing firm that provides investor clients direct access to investment opportunities in the solar asset class.
Their clients gain access to the best Recruitment and HR professionals through our use of traditional, online, direct approach and social media sourcing strategies.
Allowing clients direct access to designers also really helps build bonds.
Clients also receive direct access to proprietary Rhodium energy market and emissions data, as well as the team's regular federal and state energy and emissions forecasts.
Because access to client communications can occur in different forms, ranging from a direct intrusion into a law firm's systems to theft or interception of information during the transmission process, a lawyer's reasonable efforts include analysis of security measures applied to both disclosure and access to a law firm's technology system and transmissions.
The founders believe there is scope for more competition in the pensions law market where clients can get direct access to senior legal counsel who are focused exclusively...
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.
MyCase decided to simply combine the two requests to give its customers professionally designed websites and to give their clients direct access to their portals.
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