For much of its history, financial planning software was basically just an elaborate calculator. Advisors could gather client data, feed …read more
Source:: Nerd’s Eye View
For much of its history, financial planning software was basically just an elaborate calculator. Advisors could gather client data, feed …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.