Our customer is a wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything, which affects their clients’ financial lives. A technology envisioned and created by advisors for advisors, its award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.
We are developing solution aiming at a new interactive (wizard type) interface for the existing system.
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