We have put together a Application Suite for the Financial Advisory industry.
Our suite of solutions was developed to create efficiency for the operations within each Financial Advisory Group. At the group level, our technology assists the director and manager of the group in the process of hiring and onboarding. Each Financial Adviser will have a mobile app that contains consolidation of E-signature Attendance Taking, Group level Calendar, Team Polling and more. All our Applications follows the user access control of the hierarchy, Director > Manager > Adviser.