Computer software for use by financial advisors to identify client goals and objectives, conduct research and investment portfolio design, construct invetment portfolios, monitor, review and adjust client investment portfolios, and prepare branded presentation materials

'adjust':26 'advisor':7 'brand':32 'client':10,27 'comput':1 'conduct':14 'construct':20 'design':19 'financi':6 'goal':11 'identifi':9 'invest':17,28 'invet':21 'materi':34 'monitor':23 'object':13 'portfolio':18,22,29 'prepar':31 'present':33 'research':15 'review':24 'softwar':2 'use':4

ITAMP

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