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100 members. Let's keep this bowl alive 😀
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Anyone knows about the base for chase PCA?
Has anyone built a Client Advisory Board?
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We made the switch. Questionnaires are better but the software is a bit bulky. Still integrates with eMoney which is nice. I’d say some of the portfolio information is a bit limited but it suffices for our managed accounts.
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I decided that it is not ready at this point. I think they will have a good tool someday, but until they get it client centered it will be too clunky to be efficient. Plus, their reports look like they were produced in 2002.