Al evaluar las dos soluciones, los revisores encontraron que Asset-Map es más fácil de usar, configurar y administrar. Además, prefirieron hacer negocios en general con Asset-Map.
Cosas relacionadas con seguros, inc. Mapas de objetivos
I wish there was a way for clients to log in on their end and view their map when they aren't in the office for a meeting with the Advisor.
The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
Lack of exportability for certain items (broker volume), lack of OTC data available
Cosas relacionadas con seguros, inc. Mapas de objetivos
The Irwin platform is set up as a one-stop-shop between building schedules, looking up investor profiles and sending/tracking client communication. Love that the itinerary schedule builder can automatically output investor profiles based on the meetings...
I wish there was a way for clients to log in on their end and view their map when they aren't in the office for a meeting with the Advisor.
Lack of exportability for certain items (broker volume), lack of OTC data available