Gadgetfreak Posted November 6 Share Posted November 6 For any of you TPAs who also do in-house recordkeeping, what software do you use to manage client onboarding? I am currently researching project management systems that include a client portal (for the new client to complete and return forms, for the advisor to upload their investment menu, etc.). Any ideas? Thanks. ERPA, QPA, QKA Link to comment Share on other sites More sharing options...
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