Sentences with phrase «worth of financial data»

The program's benefits may be most evident at tax time when a year's worth of financial data is organized, accessible, and exportable for preparing a tax return.

As Stock Investor Pro currently only provides seven years» worth of financial data, we looked for stocks that paid a dividend for each of the last seven years and that have not decreased their dividend over the last seven years.

Not exact matches

Investors in China contributed up to 2.6 billion yuan, or $ 397 million, worth of cryptocurrencies through initial coin offerings in January - June, state - run media have said, citing data from the National Committee of Experts on Internet Financial Security Technology.

The below financial data is gathered and compiled by TheRichest analysts team to give you a better understanding of Kate Middleton Net Worth by breaking down the most relevant financial events such as yearly salaries, contracts, earn outs, endorsements, stock ownership and much more.

Especially learn about two critical types of analysis to determine if a stock is worth buying or selling: fundamental analysis — or looking at key financial data about the economy, the industry, and the company to figure out the company's value — and technical analysis — or solely looking at pricing patterns, volumes, metrics, indicators, and other info contained in the stock price and past history.

Its most recent financial data [1] shows that, on June 30, 2010, the Planned Parenthood Federation of America («Planned Parenthood») had $ 1.2 billion in total assets and $ 1.0 billion in net worth.

Conducted by ACIL Allen Consulting in the middle of 2015 and for the financial year 2013 - 14, this independent analysis provides quantitative data detailing the true worth and value of the industry.

«There should be no financial reward for toeing the party line,» he said, ahead of the release of a report that analyzed four years» worth of data on council money allocation.

All of the major eBook players realized that they were losing critical user data and giving Apple a cut of millions of dollars worth of sales did not make financial sense.

Credit Sesame goes a step further by offering $ 50,000 worth of identity theft insurance (reimbursing certain expenses and legal costs in the event of fraud or theft of financial data) and live support at no cost to members.

Morningstar is great because of the ability they give you to look back and screen for 10 years worth of historical financial data.

1) Already have purchased a module that needs this type of data (Asset Allocation Software, Net Worth Software, Retirement Software, the Integrated Financial Planner, etc.).

Investors in China contributed up to 2.6 billion yuan, or $ 397 million, worth of cryptocurrencies through initial coin offerings in January - June, state - run media have said, citing data from the National Committee of Experts on Internet Financial Security Technology.

Sample resumes of Audit Assistants include skills like preparing detailed reports on audit findings; reviewing data on material assets, net worth, liabilities, income and expenditures; and examining and evaluating financial and information systems for efficiency.

KEY ACCOMPLISHMENTS • Reduced inaccuracies and discrepancies in financial data by 40 % through implementation of ingenious internal control protocols and periodic scheduled and unscheduled data audits • Attracted business worth $ 1.2 M from a party through demonstration of outgoing PR, delivery of satisfactory customer account services and valuable financial advice • Doubled the efficiency of the accounts payable department by recommending suitable SOPs and providing direct assistance to the team regarding computerized account handling initiatives

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortFinancial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wortfinancial plans and develop investment allocation strategies for high net worth clients