J.D. Cronin
GBExcellent First Meeting Jai answered all questions and was engaged. Excellent first meeting. I look forward to digging in with this company.
Dave Guzman
GBGreat summary of product features Pax did an excellent job at presenting all of the features and providing tips to get more out of the product.
Paul Green
AUGreat product and service. -
Carolynne Walker
GBImpressive Platform and Service I really like the platform and how organized the service is so far. I was impressed with the level of thoughtful care given to the onboarding process. It was a bit of an investment, but believe it’s up to me to make sure the ROI works out.
Ariel
CAMaryia offered fantastic assistance to… Maryia offered fantastic assistance to come up with appropriate wording, language and strategy to help us get our message out to our advisors and achieve our objectives. Thank you so much!