Tella's Andrew Chambers says the MyDash platform has been upgraded from a CRM system to a full advice platform.
"It’s a full advice business in a box that is powered by AI to do the administration that sits around an adviser – advice records, applications, loans, insurance policies, claims, task management and client pipelines with integrated Workspace for emails and calendars." FIND OUT MORE HERE
Comments
No comments yet.
Sign In to add your comment