Financial advisors are under tremendous pressure to justify their fees. But how do you deliver truly personalized service? And do it in an efficient manner?
It starts with getting to know your clients well using AccuProfile™. Watch the mini-demo video below or the complete product demo.
Cognitive Ability Test
Money can be very emotional.
Combine this knowledge with AccuRisk ™ to identify at-risk clients, delight clients and monitor the financial crisis.
Click here to sign up today for 6-month free!