Bob Veres recently reviewed Pershing Advisor Solutions’ new Assessment and Metrics in his Inside Information newsletter. This new offering is powered by ActiFi’s SuccessPro. Here is what Bob had to say:
Synopsis: Here’s a first look at Pershing Advisor Solutions’ new Assessment and Metrics evaluators, and how they can turn novice managers into pros.
Takeaways: You can track and start interpreting (with a relationship consultant) your clients per staff, your growth, your metrics compared with beginning-of-year projections and also with your peers.
Click HERE to read the full report.