Morgan Stanley’s wealth management client assets were nearly $4 trillion at the end of the fourth quarter 2020, up 48% year-over-year, according to an earnings report.
Join this webinar on Jan. 28 to see how dashboards make it easier to track assets under management, cash–on–cash, notes payable, create a shared, unified view of financial performance, use graphs and visuals to uncover opportunities, define strategic priorities and measures of success.
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