Financial Advisors can document their advice in half the time with our software.
Advisors use a hodge-podge of tech/processes to document their advice wasting at least 5 hours a week. We created an all-in-one software solution that immediately cuts 50% of this time and gives them the increased capacity to grow.
5-in-5 interview
Advisors use a hodge-podge of tech/processes to document their advice wasting at least 5 h...
Anand Sheth - Founder / CEO Jamie Hill - Co-founder / CTO
Anand Sheth
