New file sharing feature lets advisors work collaboratively with their peers
Independent full-service wealth management firms Wellington West Capital Inc. has confirmed the multi-year renewal of its PriceMetrix ValueOne contract across the firm’s network of 178 advisor teams. PriceMetrix is a Toronto software company that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunities, and enhance practice management. According […]
ClientCheck joins ValueOne productivity suite
Avoid clutter, use graphics and be prepared
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