I'm itching to tell clients about some fantastic new services that I am testing at the moment. In a nutshell this will enable clients to review and amend information that we hold easily, any time of day, anywhere on planet earth. Lots of useful goodies which will make life easier for us all (hopefully).As ever, I'm working to promote our clients interests and have got to the front of the queue as I beta-test the systems. I've been pushing for this functionality for several years and whilst it has taken a long time, there have been very good reasons for the delay (honestly!) all of which make the new services even more robust and a better offering altogether.
..and there is still more to come!
ReplyDeleteBy working closely with forward thinking Financial Planners like Solomon's we aim to develop solutions that are designed to add advantage in the same way they do for their clients.