Best Practices in Goals Based Reporting
What is it?
Including investment goals on investor statements allows clients to monitor progress, set benchmarks and alter allocations when necessary.
This report will provide insight on the most effective way to display goals on investor statements so that it achieves the objectives of:
- Improved communications and relationships
- Enhanced opportunities for successful marketing
- Higher rates of customer satisfaction and loyalty
What is the cost?
Cost for the Best Practices for Reporting Goals on Investor Statements is $2,500.
For more information please contact firstname.lastname@example.org