How One Firm Used Data Aggregation Tools to Create Client-Friendly Onboarding

Data Aggregation for Client Friendly Onboarding Blog

Engaging clients is the key to establishing long-term, productive financial planning relationships. Powerful data aggregation tools allow advisors to quickly pull together the data they need, improving the client’s experience as well as the firm’s efficiency. Having immediate access to a client’s full financial picture helps to engage them right away, which is important for…

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