Registered Investment Advisors are discovering InnerPass

Registered Investment Advisors (RIA) are discovering that InnerPass enables them to conduct face to face workshops with their clients in a virtual environment.  Video calls allow them to maintain personal contact, and screen sharing provides the ability to present new ideas and review documents in a safe environment. InnerPass meeting rooms provide a secure repository for sharing documents, and Inbox allows advisors to receive documents from their clients easily.  Registered Investment Advisors tell us they are thrilled not only to be saving so much money in travel costs, but also saving money because they chose InnerPass, the most cost-effective collaboration tool on the market.

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One comment on “Registered Investment Advisors are discovering InnerPass

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    October 11, 2014 at 12:27 am #

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