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The Art of Aggregation

机译：聚合的艺术

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If it had no other value, the data aggregation services offered through the H.D. Vest Client Center helps Karl Kebler III offer improved customer services. "When I pop into Client Center all of my client positions are available so I can see an entire client's portfolio all on one page," says Kebler, a CPA and sole practitioner based in Pomroy, Ohio, who serves about 250 clients. A major advantages of having the client's data all in one place, Kebler says, is that if a client calls or makes an unexpected visit to the office he is able to quickly access their information and "talk from actual facts" instead of trying to track down a client's file. The Client Center also enables Kebler to quickly and easily see what aspects of financial planning he has or has not addressed with a client-such as investment planning, cash flow, risk management, retirement planning and education planning-and can see when he last met with the client and what was discussed.
机译：如果没有其他价值，则通过H.D.提供的数据聚合服务。背心客户中心可帮助Karl Kebler III提供更好的客户服务。 “当我跳入客户中心时，我所有的客户职位都可用，因此我可以在一页上看到整个客户的投资组合，”注册会计师兼唯一从业人员的科伯勒说。 Kebler说，将客户的数据全部集中在一个地方的主要优点是，如果客户致电或意外访问办公室，他能够快速访问其信息并“从真实事实中进行交谈”，而不必试图跟踪记录客户档案。客户中心还使Kebler能够快速，轻松地查看与客户有关的财务计划的哪些方面，例如投资计划，现金流量，风险管理，退休计划和教育计划，并可以查看上一次见面的时间与客户讨论什么。

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