dot.jo’s Post

If you’re a Financial Adviser and need help with paraplanning, research, administration, compliance, or even branding and marketing, FERN provides the network you need to source and manage your back-office team. As a member of FERN you get access to a personalised dashboard where you can: → Create a new project and view all applications → View tasks that require your attention → See a live summary of monthly billings → View the status of your projects We even provide a secure online messaging system so you can easily communicate and share files with your chosen suppliers, keeping all correspondence in one place 📩 What’s more, our Reports function provides granular data at the push of a button, allowing you to easily track historic projects, manage operations and budget effectively. Learn more and register for 𝗳𝗿𝗲𝗲 here 👉 https://lnkd.in/eTEeTmZ5 #FinancialAdvisers #SupportProfessionals

For far too long, strategic planning and budgeting have run separately, disconnecting strategic priorities from funding. If this is a familiar pattern for your agency, we have the right solution for you: Strategic Budgeting by Euna Budget! ✅ Read our whitepaper to learn how you can seamlessly connect the dots between the strategic plan and your budget: https://lnkd.in/gKvDhtNS #StrategicBudgeting #BudgetBetter #CommunityImpact #StrategicPlan

🐵 We’ve cited ContactMonkey as a "compelling option for any organisation looking to improve email and SMS communications." Read the full ContactMonkey review, in our free-to-download intranet review report - you can find the download link in the comments below ⬇

🧩 The cost of an enterprise CMS isn’t just the initial price tag. Discover the factors that contribute to the overall expense in our latest whitepaper: https://okt.to/YeA57Z

🧩 The cost of an enterprise CMS isn’t just the initial price tag. Discover the factors that contribute to the overall expense in our latest whitepaper: https://okt.to/2nmdUx

Adding value to Business Information Management by Content Management System.

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Our Monthly Newsletter the "MyRecord" has dropped! Check out all the updates in your inbox and on your management home page. #MyRecSoftware #GetMyRecForYourRec #RecreationSoftware