Good question! And one we hope to answer in person. But to get you headed in the right direction, the answer depends on who you are and what you want to accomplish.
I'm a larger Wealth Management Firm with more than 20 advisors. I need more customization and power than the Quik! App offers - like Single Sign On, parent-child relationships, and home office controls.
Management Firm. We already have an internal system in place and the staffing to maintain it. I want a solution that can be customized and built directly into our existing platform.
