Customer Voices

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Our Customers speak about their experiences

In their own words, our customers talk about how our solution has benefited their businesses and their lives. From the unified product approach that eliminates the burden of redundant data entry, to the ability to handle even the most complex needs, to how our solution can accommodate a planner’s choices—they tell it even better than we can.

We invite you to listen to some of their experiences:

John D. Bochniak, CFP®, CPA, Partner of Compass Financial Consulting, LLC
Finding the same kind of robust tools he enjoyed in the corporate planning world.


Don Duncan, CFA™ CFP®, D3 Financial Counselors
Singling out the single point of data entry as the biggest plus.



Tara L. Scottino, CFP®, Carter Advisory Services
Appreciating how every type of client can be accommodated, from the simplest to the most complex.


J. Roger Shealy, CPA, CIA, CITP, SKadvisors

Benefiting from the freedom to interface with multiple custodians rather than being tied to just one.