Boyer & Corp. Wealth Management

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Case Study: Wealth Management Company

Excel customization
Client: Boyer & Corporation Wealth Management, Overland Park, KS

Situation: Firm had created an Excel spreadsheet to automate the placement of stock and bond trades.  Tool lacked certain features that require a database with history to complete.

Solution: Database Concepts created an Access database which allows for more complex trade criteria and retains a history of all trades placed for compliance purposes.

Results: Firm can use more advanced selection criteria to select clients for a buy or sell trade.

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