Sponsored by United Planners Financial Services
But for many advisors, the promised efficiencies of new software tools and Mobile Sites have been nothing short of disappointing. Instead of instantaneous, critical and actionable client information at your fingertips, and Mobile sites that make your job easier, you've had to contend with disparate, costly systems that inundate you with useless data and waste your time with unnecessary processes. Skip the hassles and look at solutions with a proven track record!
In this white paper, you will learn:
• How to assess software systems that are designed to solve the problems faced by advisors and their staff
• Software that balances ease-of-use, time savings, security, and competitive edge
• How United Planners designed its CONNECTUP platform
Complete the form below to access this white paper.