If you are an advisor or advisory practice with 2 or more team members serving a large set of clients and using email to communicate to your clients, you must look into our solution.
After struggling with for over 15 years with this problem, I teamed up with Raja Abburi to come up with patented novel solution.
Check our press article from CityWire RIA a few weeks back where our story was profiled.
We are having a Webinar on June 11th at 12pm in partnership with Redtail / Orion. Please register and check us out. Here is the registration link to the Webinar.