by Shane Reid | Sep 3, 2019 | Featured Articles
Financial planning is a tough industry, and it’s becoming increasingly tougher. Costs and compliance burdens both seem to rise every year. Manual processes like collecting signatures or populating your System of Record (SOR) can eat up hours of time across your entire... by Shane Reid | Oct 25, 2018 | Practice Management
If you work in the finance industry, chances are you’ve heard of Xeppo. This clever piece of software is not the new kid on the block anymore, but it is still influencing the way we, and our clients, do business. By restructuring the way we share, access, view and... by Shane Reid | Oct 14, 2018 | Practice Management, Technology Support
Do you feel like a robot, repeating the same simple tasks over and over again? Are you a professional working in the financial industry? Do you spend more than 2 hours per day repeating the same tasks? Then you probably feel like you’re pouring money down the drain.... 
