Sentences with phrase «invest in case management»

12 % reported that their firms had purchased case management software for their firms within last 12 months and 10 % planned to invest in case management software over the next 12 months (compared to 8 % in 2015).

If you haven't already invested in case management and lead tracking software, now would be a good time to do so.

If you're thinking about investing in case management software, I strongly advise that you consider MyCase for your demands.

Not exact matches

Passive investing via index funds is becoming more and more popular, and outperforms active management in most cases.

These types of investment advisors frequently have discretion on how to invest client assets but instead of managing the assets themselves, they outsource the job to asset management companies by having the clients buy mutual funds, index funds, and exchange - traded funds or, in the case of high net worth clients, opening individually managed accounts with the asset management company through a third - party asset manager platform at a global custodian.

The case for the education sector to invest in carbon management is compelling.

Whether it was focusing on making complex trading strategies easier to execute (e.g. TD Direct Investing and Questrade deployed improvements to complex options trading execution) or improving management of holdings and documentation (as in the case of BMO InvestorLine and Qtrade Investor), there has been and will continue to be a lot of resources devoted to enhancing how and where online trading takes place.

Under normal circumstances, the fund expects to invest at least 40 % of its assets in foreign securities (unless market conditions are not deemed favorable by fund management, in which case the fund would invest at least 30 % of its assets in foreign securities).

In this instance, let me hasten to re-define activist in the v broadest sense: Activist investing isn't necessarily about public engagement with a company's management — far from it, in many caseIn this instance, let me hasten to re-define activist in the v broadest sense: Activist investing isn't necessarily about public engagement with a company's management — far from it, in many casein the v broadest sense: Activist investing isn't necessarily about public engagement with a company's management — far from it, in many casein many cases.

Just another case where I feel that management was somehow conspiring against us investors; new management also awarded itself 1.5 million shares against the right to invest funds in the now - parent company's asset management business.

Oddly for a fund company that pioneered index investing, Vanguard's website offers up a report that unsuccessfully attempts to make a case for both active management and indexing in a portfolio:

These three investing platforms are low - cost robo - advisor funds that charge a small management fee of 0.35 % or less in most cases (Wealthfront will manage your first $ 15,000 for free when you sign - up through Debt Roundup!)

Client Behavior: A Case Study For a more focused investigation of clients» market timing decisions, we looked at a highly reputable asset management boutique with a long track record in value investing.

Bruce Berkowitz, whose firm Fairholme Capital Management owned nearly 29 % of the company as of 3/31, laid out the bullish case for JOE at the recent Value Investing Congress West in Pasadena.

Consultants can answer questions about investments and retirement and, in the case of more complicated questions, they can suggest a meeting with a wealth management advisor in person or on the phone for no additional cost or obligation to invest in a managed account program, according to a TIAA spokeswoman.

For management of registry funds invested through the Court Registry Investment System, a fee at an annual rate of 10 basis points of assets on deposit shall be assessed from interest earnings, excluding registry funds from disputed ownership interpleader cases deposited under 28 U.S.C. § 1335 and held in a Court Registry Investment System Disputed Ownership Fund.

In either case, you will want to read the mutual fund prospectus and understand the investment criteria, management skills and fees before you invest in the funIn either case, you will want to read the mutual fund prospectus and understand the investment criteria, management skills and fees before you invest in the funin the fund.

Hedges Law Ltd has also invested in Tikit P4W for practice and case management as well as TikitConnect CRM to support its ambitious plans.

Lizzie Osbourne, practice manager at Morgan Sports Law, a boutique law firm devoted to sports arbitration and litigation said; «After investing in P4W for practice and case management and Carpe Diem for time recording, all users at Morgan Sports Law were very impressed with the simple and easy to use interface of this application.

Batchelors Solicitors and Grant Saw Solicitors have each invested in Tikit P4W and TikitConnect for practice, case management, and CRM.

Called The Legal Landscape 2016, the report uses case management experience from firms and organisations that are currently investing in innovation to both drive efficiencies and boost client care.

We've invested in technology — developing practice and case management (work flow) systems that reduce costs.

DepoTexas invests in the latest deposition and litigation services technology to provide you with the most effective online case management applications and tools.

«When you purchase case management software, one is not buying a box: one should be entering into a relationship with a company that is invested in your firm's success.

Investing in a case / matter management system also leads on to partly resolving the next challenge facing mid-sized law firms; identifying new opportunities and predicting client trends.

Turn - key real estate investing is when you buy a property that doesn't require additional investments, already has a paying tenant, and — in most cases — already has ongoing management so you don't even have to worry about that.