Visualise is here to help bring advice conversations to life with engaging and interactive digital tools. At the click of a button you can help clients see their financial position and the impact of your advice.
Are you fully utilising Xplan to deliver a superior client experience? Are you making the most of Visualise and Client Portal?
Join me here on Wednesday 4th December from 3pm to 4pm.
With years o...
I've used a number of AI file note summary tools built by Australian businesses that have been great, extremely time efficient and accurate, the likes of Claras.ai & Paradino.
What is the likelihoo...