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David Greenslade: Strategi Limited |
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David Greenslade
Strategi Limited
We have worked with FAB since its inception in the New Zealand financial advisory software market. We have always been impressed with FAB’s enthusiasm, commitment and dedication to the software products and enhancements it brings to the market. We have conducted due diligence on Forté and believe it will well serve financial advisers who choose to move to it and utilise all its functionality.
Forté is a powerful tool and when correctly used it will help enable financial advisers to take their businesses to the next level of profitability and client service. The software is intuitive, easy to customise and straight forward to operate. The ability to work both online and offline provides considerable user flexibility. We look forward to seeing Forté as a key tool of progressive, client-focused financial planners.
David Greenslade BA, MBA, Dip Mgt, Dip Bus Studies (PFP), AFNZIM
Managing Director
Strategi Limited
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