Reached 600 advisors
by Jim C.Signed on 3 additional firms in the last 6 months and now have one of the biggest financial institutions in the country interested in partnering with us.
We will be reaching 1 million fee detail transactions next month and that means we will have processed over $500 million in fees for customers.
We've been adding features for our customers and growing steadily but if the partnership happens as we expect, then we will definitely be in hockey stick territory.
