As you enter a new year, take time to identify the three areas of the customer journey where you need to experience the most growth in your advisory firm.
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We’ve added increased functionality and an updated user interface to the Riskalyze integration in our latest product update. Check out the enhancements made to the integration.
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As we look toward the future, let’s take a moment to look back on the past year and count down our top ten blog posts from 2019.
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Our new integration with TD Ameritrade Institutional gives you a simple way to bring the Veo® Platform and Asset-Map platform together so you can quickly produce a new visual financial inventory for anyone.
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Did you realize that shoe cobblers still exist?
We call them shoemakers today, though they’re very few in numbers. You won’t see a shoemaker on every corner, but you may see a small mom-and-pop shop in an older part of a city.
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The modern client experience revolves around digital experiences in every area of life. We don’t hail taxis by hand anymore, we schedule an Uber from our smartphone…
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We’ve great news for the expert advisors and amateur cartographers who love using Asset-Map. Today, the platform is getting even better with the addition of Cash Flow Details to Target-Maps.
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There’s no question that one of the most important aspects of smart financial decision-making is being intentional rather than haphazard. Having a strategic approach to finances is vastly beneficial for people in all stages of life and wealth, but especially those who are approaching retirement or have already retired.
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