Account Consolidation Is Leading the Charge For Today's Customer Service


With all the progress that has been made in the investment industry through the adoption of Internet technology, it is almost surprising that it is just now beginning to simplify many areas of the investment process--most specifically, the consolidation of information from multiple investment accounts across a variety of institutions. As a conduit for gathering information, Internet technology has allowed investors to view many of their financial account balances in one place.

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