Monthly Archives: February 2013

Investment News article: Apps to streamline your practice

Most advisers can use all the help they can get with tedious and error-prone daily tasks such as prospecting, data entry and filling out client forms… The Personal Financial Index® gets the process going. The index, to which advisers can supply a customized link from their own website, provides a personal financial health benchmark that can be completed within 10 minutes.

By Davis D. Janowski
Click here to read the full story.