Too often prospects get frightened off from proper financial planning because they fear they are going to get confused into making bad decisions. Asset-Map makes it more simple to view on one page, with backup reports and scenarios when needed, so there's...
The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
Lack of exportability for certain items (broker volume), lack of OTC data available
Too often prospects get frightened off from proper financial planning because they fear they are going to get confused into making bad decisions. Asset-Map makes it more simple to view on one page, with backup reports and scenarios when needed, so there's...
The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
Lack of exportability for certain items (broker volume), lack of OTC data available