Want to create an interactive transcript for this episode?
Podcast: Osaic Technology Podcast
Episode: Talking Through Consolidated Statement Reporting
Description: Technology Solutions Consultant Mark Matheny from Advisor Group shares insightful skills and techniques when considering the proper consolidated statement reporting tools. Listen as Mark discusses how certain tools operate and how to best leverage them when interacting with your clients. Hear useful information on data consolidation sources, client portals and using filters to generate advisor reports.Â