Join us for our next webcast, which will feature this topic:
|May 6||Enhancements to BondCentral
Pershing is pleased to introduce several significant enhancements to improve navigation within BondCentral and provide customized client reporting. You will learn how to create client proposals incorporating a client’s state and tax bracket. You also will discover how to perform a sensitivity analysis to see the effects of interest swings on a proposed portfolio prior to making recommendations to clients—and much more.
Tuesdays at 4:15 p.m. (ET)