Virtual Desktops For Financial Advisors

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24 reviews

 
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(9)
 
(5)
 
(1)
 
(1)
4.4
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(Updated: April 09, 2015)
5.0
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(Updated: April 09, 2015)
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(Updated: April 09, 2015)
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very good

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(Updated: April 09, 2015)
4.0
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A little over my head as I am not a technologically savvy sort of adviser. I'm more of a tax and estate planning type. That being said, this is obviously the wave of the future and therefore important for advisers of all stripes to understand and comprehend fully. Nice job of explaining the terminology to novices.

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