Making Investment More Meaningful: How Goal-Based Reporting Transforms Investor Experience

November 1st, 2015

At the heart of every investment is an aspiration. Find out why goal-based reporting matters today, how it is meaningful to align investment with goals, and why goal-based reports can be a game-changer for your firm.

 

In this white paper, you’ll find: 

  • Goal-based reporting (GBR) matters today
  • It’s meaningful to align investment with goals
  • Goal-based reports can be a game-changer

 

http://firstrate.com/wp-content/uploads/2015/10/FirstRate-Goal-Based-Reporting-WP.pdf