Fact Finder - The ultimate task tracker for financial advisors and their clients .
Fact Finder – is a facilitator for Financial Advisors to provide their Clients with an Agile-inspired task list.
The task list will allow Clients to track what they should be doing right now, what will be coming up in their next sprint, and what the Advisor (and others) are doing on their behalf right now. Clients will connect to the project via a iPhone app and perform/complete his task.
Fact Finder – is a facilitator for Financial Advisors to provide their Clients with an Agile-inspired task list.
The task list will allow Clients to track what they should be doing right now, what will be coming up in their next sprint, and what the Advisor (and others) are doing on their behalf right now. Clients will connect to the project via a iPhone app and perform/complete his task.
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