NEED HELP searching for the best advisory tool in the market?

NEED HELP searching for the best advisory tool in the market.

After meeting over 50 finance professionals and accountants last week, it remains absolutely clear to me that, the majority of people have no idea which rabbit hole of technology to go down to assess the best advisory tools.

So, I decided to write this post and create a poll.

I would like the customers to talk. Knowledge shared is extremely powerful and time saving for us all!