Envision
May 15, 2008 2:44 pm
New to the board and 1st post although I have enjoyed reading much of the information on display over the last few days. Was wondering if anyone has any experience with the Envision software offered through Wachovia?
I an independent rep and have access to the software through First Clearing and have been impressed from what I have seen so far. Any experience with it from any of the other members of the board?
Any replies would be much appreciated.
Source URL:https://www.wealthmanagement.com/forums/whats-firms/envision