robo

Using Technology to Help Our Clients

Using Technology to Help Our Clients

With all the recent talk of "robo-advisors" it is obvious there is a need for improved technology in the financial advising space. The benefit of technology is almost always convenience. Clients need more convenience because their lives continue to get busier. Clients want to be able to see all of their assets in one place, want to be able to work on their budget on their phone while they have 5 minutes of downtime, and want to be able to make adjustments to their financial plan with the click of a mouse...