Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be exported to your financial planning software...but you keep the data!
Headquarters:
Australia
Company Type:
SME
Company size:
1-10 Employees
Year Founded:
2017 (8 years)
Address:
767A NICHOLSON STREET; CARLTON NORTH, VICTORIA 3054, AU
LOW
spending power
