Wednesday, May 12, 2010
Thomson Reuters Unveils Advisor Tool for Proposals
‘PropGen’ software is meant to create quick, multi-layered proposals
Thomson Reuters has released a new proposal generator for financial advisors called PropGen. The software is meant to help advisors create business pitches for prospective and existing clients in a few minutes.
One of the advantages of PropGen, Thomson Reuters said at a roundtable discussion on Thursday, April 29, is its ability to link up with the company’s wealth of financial data and weave it quickly into a proposal, while integrating with the Thomson ONE Wealth Management system...
Investment Advisor: Thomson Reuters Unveils Advisor Tool for Proposals
Thomson Reuters has released a new proposal generator for financial advisors called PropGen. The software is meant to help advisors create business pitches for prospective and existing clients in a few minutes.
One of the advantages of PropGen, Thomson Reuters said at a roundtable discussion on Thursday, April 29, is its ability to link up with the company’s wealth of financial data and weave it quickly into a proposal, while integrating with the Thomson ONE Wealth Management system...
Investment Advisor: Thomson Reuters Unveils Advisor Tool for Proposals
Permalink posted by markw @ 4:53 AM 
 |
 |  |
  |
