Advisor Workstation platform demos - trials?

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Aug 28, 2017 12:19 pm

Hello

I am planning to leave my current firm before the end of the year. I am still reviewing my options, right now I can't disclose my identity, so some of the bigger firms won't talk specifics or provide demos. Thats fine, later on I'll be able to do so.

But for now I want to work with as many advisor platforms as I can, I spent a few days last week working with an order magementment/reporting/crm demo from a smaller firm. Does anyone know which firms offer free trials of their platforms (not sales call walk-throughs) without doing a background check?

Thanks

JD

Aug 31, 2017 11:46 am

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