User Review( votes)
I’m Fenel, I’m a long time lurker but now I’d love to get your feedback. I created AdviAlly.com, a CRM & financial planning platform for financial professions to collaborate with their clients and scale their services. It connects to my BudgetPolitan.com budgeting app to help their clients setup a financial plan to clear debt and achieve their goals. I have a few demos lined up with local advisors (Fort Lauderdale, FL). I want to get in front of others with CRM & FinTech experiences as early adopters/subscribers who would like to help me improve it along the way.
I’m excited to hear your feedback. Please don’t hesitate to schedule a demo. I’d love to showcase AdviAlly live in action and answer any questions.
Thanks in advance! – Fenel