Our software is recommended for advisors by leading financial services analyst

By |2020-02-10T10:47:30-06:00February 10th, 2020|Categories: Uncategorized|Tags: |

Can’t we all get along? I’m laughing after reading this article about our firm in this month’s Financial Advisor Magazine, see below. It is written by a well known expert on technology and advice tools that help advisors. I’m proud about his nice comments about our technology and how Social Security is important for advisors. He is [...]