Recommendations
Advice work, separated from the client data: each recommendation is one piece of business (new business, a withdrawal, a fund switch, a change of address…) on a client's fact-find. Imported MADS workbooks appear here automatically.
Advice work, separated from the client data: each recommendation is one piece of business (new business, a withdrawal, a fund switch, a change of address…) on a client's fact-find. Imported MADS workbooks appear here automatically.