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Showing 1 - 3 of 3 results for "WealthEye"

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... their clients, and Asendium delivers in both those areas," Wootton said. Building its tech stack, FYG recently launched WealthEye CRM, a customer relationship management solution built on the Dynamics 365 platform, helping financial advisers streamline ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
... 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 business workflows and ...
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