 We realized that most advisors approach their client forms the wrong way, because it’s how most current tools work: create each form on its own, separately.”Jeffrey .Richard Walker, founder and CEO, Efficient Technology, Inc |
Efficient Technologies Inc.Takes Advisors to the Next Level
Bob Clark | Investment Advisor, April 2015
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Summary: His company does for advisory clients what I wish my doctors would do for me: enables advisors to populate all their forms with the information that their clients provide one time—online. It may seem like a small thing, but it’s the kind of service that clients will appreciate, and remember.
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