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Wealth Management

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ALSO CALLED: Money Management, Investment Management
DEFINITION: The process of managing money, including investments, budgeting, banking, and taxes.
Wealth Management White Papers (View All Report Types)
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A Best Practice Guide to Family Office Technology
sponsored by Advent Software, Inc
WHITE PAPER: Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
Posted: 08 Nov 2010 | Published: 08 Nov 2010

Advent Software, Inc
1 Match

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