Loading Events

« Back

March 6 @ 11:45 am - 12:15 pm

Bringing the Best of the Add-ons Together to Strengthen Your Client Relationship

Tech Theatre

We explore the value that Add-ons can create for you and your clients, and how to make sense of them all without creating an unnecessary on-boarding challenge. Discover how to simplify life for your clients by bringing everything into one single environment – yours.  Easily release new add-ons in the future, plus use push notifications to share insights with clients and encourage them to use the tools you have provided.  Your firm, your clients, your relationship; choose the best of the Add-on community in a way which strengthens your relationship and creates more value.


March 6
11:45 am - 12:15 pm


Tech Theatre