Signed on a new firm which adds 75 advisors
by Jim C.We've been iterating the software for the past year and the software logic had to change to be more dynamic as more firms sign onto the platform. More feature requests leads to improving the software for future firms. We actually aren't advertising a ton in order for us to leverage the feedback received by so many new advisors being on the platform. It's given us a lot to think about in the last year and our task board is pretty full but we foresee that once we identify the biggest wins for our customers and make sure the platform provides more value than our customers expect we can wait to bring on more firms. Our 2019 goal is to have 250 advisors on the platform and we are well on our way to meeting that goal.
