fresh ideas for financial advisers and wealth managers
In this months webinar, we covered all you need to know about what a client portal is , how it will improve your client proposition , and how moneyinfo can significantly reduce administrative overheads in your business.
View a recording of the session below.
To get involved with one of one of our upcoming webinars, register here.
Moneyinfo Webinar 06.06.16 from Sammedia on Vimeo .