News
6 Steps to Active Client Management
Apr 18, 2023 | Uncategorized
Active client management can benefit both the client and the advisory firm. It protects the client against unwanted risks and avoids having financial products that don’t fit them and their circumstances anymore. It also limits the liabilities of the advisor and creates advice opportunities.
Whitepaper smarter financial advice
Aug 29, 2023 | Uncategorized
The smart advice cycle architecture
Aug 01, 2023 | Uncategorized
A smarter, more effective advice cycle
Jul 18, 2023 | Uncategorized