Keep it simple, involve your team and try it out
“Software as a service” offers a variety of benefits, including easy access via a web browser, high-end data protection and significant cost savings. Here’s how you can take advantage of it for your financial advisory business
Productivity solution expanded to all advisors in 17 offices
Financial planning tools integrated with back office, contact management software
PriceMetrix introduces FeeCheck for financial advisors
Angoss Software’s FundGuard now used by firms with over $1 trillion AUM
Firm holds first financial planning software training class in Hungary
Wealth Desktop implementation planned over the summer
Software includes coaching modules
Wellington West selects Varicent to replace legacy compensation system