Spot-Audit Featured in FPPad’s Bits & Bytes
We are thrilled that Bill Winterberg covered our latest news of our new Spot-Audit service in his weekly broadcast FPPad’s Bits & Bytes. You can catch up on the replay below, featuring Junxure CRM’s leap to the cloud, WealthAccess and our own announcement this week.
The Spot-Audit is designed to offer a single priority assessment for financial advisors in making key decisions around cyber-security, selecting a vendor or evaluating mobile and portable solutions. For example, our Blueprint and Concierge services are designed to explore the entire operations and technology for a practice or organization. The Spot-Audit enables us to answer that “one” question, quickly applying our expertise and analysis.