Project and Client Folders
Users and Team Folders
Task and Gig Folders
Files and Documents
Business Calendar (integrated with Google)
(*Requires login of Google Account on Account Settings)
Compliance Management System
(Shown Premium Plus version)
Versions - Free, Premium, or Premium Version
According an FPA study, Fifty-four percent see a significant risk and 41% see some risk. Also, 97% of them say they will create a plan at some point For smaller operations, the lack of a succession plan is more acute Just 13% of advisors at firms managing less than $50 million have a formal plan; compared with 60% of those at firms with $500 million or more in managed assets.
Inquire to Register on our Directory to connect with other firms*
Collaborate with other firms to manage business continuity Succession strategies, Partnerships, and/or Deal Flow.
*Must purchase a paid version to view other profiles*