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.


One comment on “Registered Investment Advisors are discovering InnerPass

    October 11, 2014 at 12:27 am #

    First off I would like to say awessome blog! I had a quick question which I’d like
    tto ask if you don’t mind. I was interested to know how you
    center yourself and clear your thoughts prior tto writing.
    I have had a hard time clearing my mind in getting
    my thoughts ouut there. I do take pleasure in writing
    but it just seems like the first 10 tto 15 minutes aree generally lost simply just trying to figure out how to begin.Any suggestions or
    hints? Cheers!

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