Sentences with phrase «financial management tool for»

Yu'e Bao, the online investment platform built around China's largest money market fund, is evolving into an Internet - based financial management tool for consumers following the addition of several electronic fund - transfer features.

Not exact matches

* Manage Your Finances In One Place: I recommend signing up for Personal Capital, a free financial management tool online that helps you track your net worth, analyze your investments for excessive fees, and manage your cash flow.
, 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.
However, anyone looking for a comprehensive financial management tool should take a look at Simple, which provides savings and budgeting features that most banks like EverBank don't include.
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.
, Andrew W. Lo, director of the Massachusetts Institute of Technology's Laboratory for Financial Engineering, and Mark T. Mueller, a senior lecturer at MIT's Sloan School of Management and a visiting lecturer at MIT's physics department, warn against the belief that physics tools have more than limited applicability in finance and economics and offer a useful taxonomy of risk and ignorance.
Developing Planning Tools: Effective use of planning documents including master plans, capital facility plans, proper policies and procedures, and finance plans are examples of core documents necessary to define prudent financial parameters for management.
We also work on a range of subjects including areas of Financial Management, Managerial Accounting, Microeconomics or International Business Studies.Being a student yourself, you should also agree to the fact that the teachers use assignment writing tasks as the major tool for evaluation of your academic performance across the world.
Access more from our money management tools, or give us a call at 1 -800-321-DIME (3463) today to learn more about how we can help prepare you, or the student in your household, for a brighter financial future.
However, anyone looking for a comprehensive financial management tool should take a look at Simple, which provides savings and budgeting features that most banks like EverBank don't include.
Users wanting to improve their financial situation can set up a free account on The National Foundation for Credit Counseling (NFCC) website tool MyMoneyCheckup.org to evaluate four key areas of personal finance: budgeting and credit management, saving and investing, planning for retirement, and home equity.
It's a good choice for high - net - worth investors and those looking for free financial management tools.
You can also use these financial management tools to set savings goals, prepare for buying a home and responsibly manage credit cards.
First Internet Bank recently launched Money Management, a new personal financial management tool available for free to all customers through our secure online bankiManagement, a new personal financial management tool available for free to all customers through our secure online bankimanagement tool available for free to all customers through our secure online banking portal.
For growing businesses, credit cards have become an essential financial management tool and the issuers have been raising the bar on their business credit card features, benefits, and rewards as they compete in the ever - expanding business credit card market.
For more helpful information, tools and calculators to help you with all your financial management needs, visit our Resources page today.
A credit card is a powerful tool for the management of your financial life.
Credit counseling services should also provide financial management tools such as calculators for mortgages, college, auto and other loans, retirement planning, net worth and other measurement instruments, either on their websites or included within credit education modules.
Silicon Cloud Technologies, LLC specializes in software solutions for investment research and analysis, portfolio management and financial planning with the goal to empower investors and investment managers with better quantitative investment analysis tools.
With so much of your money being exchanged digitally, online checking can be an easy tool for financial management.
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.
With Personal Capital, you have two options to choose from: You can either sign up for their free service in order to gain access to a number of wealth management tools for no out - of - pocket expense, or you can sign up for their paid service which includes access to a personal financial advisor.
Tap into our robust storehouse for current research, professional development programs, financial tools and trends, and information from trusted sources in personal financial management, education and planning.
The results of the calculation / s can not be construed to be entirely accurate / comprehensive and Kotak Mahindra Asset Management Co Ltd or any associated companies or any employee thereof is not liable for any consequences arising out of financial decisions taken based on this or any other financial tool used in this website.
Ranked as the Best Tool to Evaluate Investment Accounts by NerdWallet, Personal Capital is a management service that offers financial tools for calculating your net worth, setting a budget and helping you plan for retirement.
In recognition of National Financial Literacy Month, Nusenda Credit Union is showcasing a series of free, open - to - the - public workshops, webinars, and money management tools focusing on financial knowledge; along with promoting open enrollment for the May 5 Lemonade Day geared toward youth entrepreFinancial Literacy Month, Nusenda Credit Union is showcasing a series of free, open - to - the - public workshops, webinars, and money management tools focusing on financial knowledge; along with promoting open enrollment for the May 5 Lemonade Day geared toward youth entreprefinancial knowledge; along with promoting open enrollment for the May 5 Lemonade Day geared toward youth entrepreneurship.
-- the level of control the payer has over the worker's activities; — whether the worker provides the tools and equipment; — whether the worker can subcontract the work or hire assistants; — the degree of financial risk the worker takes; — the degree of responsibility for investment and management the worker holds; — the worker's opportunity for profit; and — any other relevant factors, such as written contracts.
Other proponent for financial literacy classes say that teaching high school students proper money management tools will guide them in life.
Prior to his current role, Tim worked for SSGA's Intermediary Business Group as a Research Analyst providing value added research, educational tools and practice management services to financial advisors.
If you take advantage of Chase's unique financial management tools to create a payment plan for yourself and stick to it, you may be well on your way to getting rid of that balance for good.
Some credit debt management counseling companies even have interactive financial education tools for the public (not just its members), for teachers, and for professionals in the financial management industry.
Mutual Fund Video means business; mutual fund companies and investment management firms that don't take advantage of websites and online financial tools are falling behind for the industry norm in online activity including the need for «fund facts».
Review: With branches in 15 states and the District of Columbia, Branch Banking and Trust Company makes banking convenient for its customers by offering online and mobile banking, plus an array of personal financial management tools.
An appraisal for management purposes is a tool that can help increase your awareness of the financial health of your practice.
Credit cards have been and continue to be a great tool for financial management, and earning rewards is the icing on the cake.
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.
Your financial situation is no secret to your employees when they can't log into your cloud - based tools (your file sharing repository or practice management system) because you didn't pay your credit card and now it's declined for new charges.
This flexibility can be a powerful tool for law firm managing partners and I suspect 2009 was a banner year for the careful management of financial statistics -LSB-...]
- It takes the view that licensing systems for professional clubs at European and national level are useful tools for the good governance of sport: «Licensing systems generally aim to ensure that all clubs respect the same basic rules on financial management and transparency, but could also include provisions regarding discrimination, violence, protection of minors and training.»
Whether a Yes Bank Fixed Deposit scheme or a fixed deposit in any bank, it is the best risk management tool, especially if the customer is looking for a long - term financial tool
Rilcoin is about to be an entirely new platform for asset management system that will provide a unique definition to financial tools and investment tactics.
Rilcoin is going to be an entirely new platform for asset management systems which will provide a unique perspective to financial tools as well as investment tactics.
Led the testing and analysis of the financial reporting tool conversion from Hyperion Brio to the Financial Management Center (FMC) which impacted 100 % of the PM staffing for the IDS area and was the organizational focfinancial reporting tool conversion from Hyperion Brio to the Financial Management Center (FMC) which impacted 100 % of the PM staffing for the IDS area and was the organizational focFinancial Management Center (FMC) which impacted 100 % of the PM staffing for the IDS area and was the organizational focal point.
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You deserve to be employed by a reputable, forward - thinking company that will generously compensate you for your expertise and give you access to cutting - edge financial tools and management opportunities.
* Experience in designing, implementing and managing automated tool - based vulnerability management framework to continuously monitor and remediate Cybersecurity threats and vulnerabilities for large banking and financial organizations.
Spa Director — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, executing spa and salon administration functions, overseeing sales and marketing operations, and implementing cutting - edge industry techniques and trends Collaborate in all phases of strategic planning with other members of management team, including product inventory control, marketing and sales strategies, product and service offerings, client service, event coordination, and area competition Provide continuous assessment of key markets, potential customers, and capital utilization, while furnishing oversight and guidance regarding policies and procedures, budgets and financial forecasts, and client experience considerations Perform needs - based and situational assessments of policies and procedures to improve operational efficiency, manage and reduce costs, promote both employee and client satisfaction, and deliver a luxurious experience to high - profile clientele Identify and utilize talent among team members with focused training efforts, targeted professional recruitment, continued supervision of 40 staff, and the promotion of a performance - based environment leveraging individual talents for group benefit Develop and supervise support staff to aid in effective sales, marketing, and service operations, delegating important tasks and assignments while providing timely follow - up to ensure task completion, including newsletter and article distribution Ensure effective execution of all administrative, HR, and financial aspects of business management, while analyzing and presenting important information to executive staff, stakeholders, and other relevant parties Address key client and management queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities Create and implement firm marketing and sales strategies while tracking performance versus internal and external benchmarks, focusing on both revenue generation as well as cost control Maintain a strong working knowledge of products, services, techniques, and relevant tools, while committing to continued advanced technical education with respect to complex spa, salon, and fitness concepts and studies Act as a liaison between clients, vendors, sales and support staff, and other management partners to facilitate information flow and drive operational efficiency
• Coordinated effort between Development, QA, Production, DR, System, DBA, Production - support, Network Administration, Applications group and vendors for project completion ahead of schedule under budget • Incorporated new technologies with legacy systems to improve performance and reduce cost • Experienced in incorporating leading open source tools: nagios, mysql, tomcat, apache, wikis, etc. • Performed broad range of UNIX Systems, Net - Working and SAN Administration tasks for large financial and networking clients such as HSBC Bank USA, Deutsche Bank, Citi Group, ISO.com, GE Corporate Treasury, Globeop Financial Services, LLC., Sothebys.com, Church Pension Group, and Verizon Partners Solutions • Provided project leadership for managing technical resources, client / server issues, vendors, senior management reviews and hands - on technical expertise • Designed and deployed iPlanet Web / Directory server Architecture for the purpose of authentication and Widows 2000 active Directory compatibility • Prepared estimates and diagrams for the new secured Development Environment comprised of Cisco routers, local directors, hubs, Sun servers, firewalls for deployment, staging and production • Developed one to one disaster recovery using Bourne Shell scripting for Reuters» Kondor 3.0 on Solaris 8 • Minimized website down time through careful monitoring of Sotheby's Web Vision to Amazon by using FTP servers to manage high volume uploads which optimized online trading functionalities • Directed installation, configuration, and security of multiple online global auction sites • Automated operations, disk space monitoring, and backups using Bourne and Korn Shell scripting • Developed standard operating procedure for IP multi-pathing, Emulex LPFC, HBAs, EMC Power path, Navisphere, and installed JASS on new builfinancial and networking clients such as HSBC Bank USA, Deutsche Bank, Citi Group, ISO.com, GE Corporate Treasury, Globeop Financial Services, LLC., Sothebys.com, Church Pension Group, and Verizon Partners Solutions • Provided project leadership for managing technical resources, client / server issues, vendors, senior management reviews and hands - on technical expertise • Designed and deployed iPlanet Web / Directory server Architecture for the purpose of authentication and Widows 2000 active Directory compatibility • Prepared estimates and diagrams for the new secured Development Environment comprised of Cisco routers, local directors, hubs, Sun servers, firewalls for deployment, staging and production • Developed one to one disaster recovery using Bourne Shell scripting for Reuters» Kondor 3.0 on Solaris 8 • Minimized website down time through careful monitoring of Sotheby's Web Vision to Amazon by using FTP servers to manage high volume uploads which optimized online trading functionalities • Directed installation, configuration, and security of multiple online global auction sites • Automated operations, disk space monitoring, and backups using Bourne and Korn Shell scripting • Developed standard operating procedure for IP multi-pathing, Emulex LPFC, HBAs, EMC Power path, Navisphere, and installed JASS on new builFinancial Services, LLC., Sothebys.com, Church Pension Group, and Verizon Partners Solutions • Provided project leadership for managing technical resources, client / server issues, vendors, senior management reviews and hands - on technical expertise • Designed and deployed iPlanet Web / Directory server Architecture for the purpose of authentication and Widows 2000 active Directory compatibility • Prepared estimates and diagrams for the new secured Development Environment comprised of Cisco routers, local directors, hubs, Sun servers, firewalls for deployment, staging and production • Developed one to one disaster recovery using Bourne Shell scripting for Reuters» Kondor 3.0 on Solaris 8 • Minimized website down time through careful monitoring of Sotheby's Web Vision to Amazon by using FTP servers to manage high volume uploads which optimized online trading functionalities • Directed installation, configuration, and security of multiple online global auction sites • Automated operations, disk space monitoring, and backups using Bourne and Korn Shell scripting • Developed standard operating procedure for IP multi-pathing, Emulex LPFC, HBAs, EMC Power path, Navisphere, and installed JASS on new built servers
IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, andmanagement software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, andManagement Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, andmanagement Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity
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