A successful, New York-based advisor with more than 15 years of experience leads a team of two other advisors with support staff. The team found itself spending a great deal of time on the administrative tasks associated with managing client accounts. Consolidating assets through Managed360 helped the advisor and his team serve more clients, provide a better client experience and operate more efficiently.
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About the Author
BNY Mellon's Lockwood Advisors, Inc. delivers investment research and comprehensive asset management solutions through an efficient managed accounts platform.