Generating Client Proposals #FeatureFriday

Our clients have been requesting a proposal generation tool for years, and as of last month, it is finally here! We are in the beginning stages of building out this app, so expect to see a lot more features and capabilities in the new year. #ProposalGeneration #financialfreedom #financialgoals #financialadvisor #investmentadvisor #crm #financialplanning #featurefriday