Jason Glissman

We’re looking at reviewing our Reporting Onboarding process. What did you find helpful? What do you feel would have made it better? Let us know your feedback here!

Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.

The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology. Engage allows advisors to upload videos and include…[Read more]

Have you ever wanted to transform the reach you have with your current clients? Engage is a 21st century approach to an age-old industry.

The Engage app came out in May of 2014. Over the last year, we have seen a very large increase in the number of advisors that have adopted this technology.

Engage allows advisors to upload videos and include…[Read more]

We want to know how you’re using the billing apps and what we can add next to improve your billing toolbox. Let us know some of your ideas and improvements in the comments below!

We want to know how you’re using the Bill Generator and what we can add next to improve this tool. Let us know some of your ideas and improvements in the comments below!

Instead of using Report Groups in the Report Builder app, you can use the Grouping Manager app to create groups that update dynamically by using various filters.

If you run reports at the account level, you can create groups based on custodian. This means, any time a new account is created that has the same custodian as your filter, it is…[Read more]