Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 2 of 2 results for "LivePreso"

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... and advisers have the tools available to them to meet the demand of professional financial advice. Combined with our Livepreso digital advice tool, we are excited to bring our cutting-edge WealthEye CRM solution to advice businesses of all sizes," Fowler ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform plugs in with FYG's systems to help advisers automate ...
PAGE:
1