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Industry:Financial Services

Site:i-onplan.com

Description:i-on plan is a cloud-based, interactive ipad software that creates professional plans to help improve client engagement and conversion, exports detailed reports to increase fee-for-service billings and records consultations to meet compliance.
Interact with your clients onscreen to build out their estate and asset plan, ensuring that all data is captured and maximum client value is achieved in meeting one.
As part of the i-on software, we step you through each part of asset and estate ...

Specialties:Account planning, Financial planning, Insurance brokers, Wealth Services, Life Insurance

Founded:2014

Company size:11-50 employees

This is my Business

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