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Nola Walkinshaw: Charter Financial Planning |
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Nola Walkinshaw
Charter Financial Planning
Using the new Forte (AWB) has been a vast improvement. The ability to prepare reports from the client base to enable you to do segmenting/profiling is a necessity for a business to grow. Having data feeds from product suppliers into the system allows reporting to be as up-to-date as possible. The team at Forte are ready and willing to help with any systems/programmes that are needed for your own individual business. This system does work well for advisers.
Nola Walkinshaw
General Manager
Charter Financial Planning
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