At the end of the first quarter, I posted an entry to my blog titled Done With Quarterly Reports; How About You? I discussed how I inherited a laborious quarterly report process that involved a lot of manual entry of captive account data and ended with reports generated one-by-one.
We’re now using ByAllAccounts to streamline data reconciliation and are generating batch reports from dbCAMS. So I bragged about it in April on FPPad.
I’m going to be out of the office for the remainder of July. First, I’ll be out the remainder of this week preparing for the CFP® Certification Examination held on Friday and Saturday. I feel well prepared after the
If you’re at all involved in operations and client security reporting, you likely need to identify all of your clients that hold Indymac Bank products.
I have 


