4.0
Sep 8, 2015
Current employee
Detroit, MI
Recommend
CEO approval
Business Outlook
Pros
The company seems truly interested in bettering the adviser experience, which in turn allows advisers to more easily serve our clients. Technology advancements in recent years have improved workflow and navigation within internal systems.
Cons
Sometimes changes are frequent and fast and require staying on top of updates. Weekly or monthly e-mails outlining changes are great, but if you're not paying attention, you might miss something.