you can use the search bar
to find the content you’re most interested in. Try searching keywords like “tech stack”, “technology” or “client portal”.
Ensombl has worked hard to facilitate the kind of environment you’ll want to return to. Scrolling through the Q&A feed, you won’t find any ranting, venting or negativity.
You will see proactive members asking great questions and sharing their experiences to build better businesses and deliver better advice.
Collaboration and positivity are weaved heavily into the social fabric of Ensombl, which is why they have cultivated the most engaged online destination for financial advice professionals.
Advisors are using ChatGPT to work more efficiently.
These are my favourite use cases:
Advisors have given thorough reviews on several tech solutions including Xplan, Plutosoft, MyProsperity and more.
An essential question advisors are asking themselves is whether they opt for an all-in-one solution or find the best of breed for each tech tool in their company’s stack.
Here are three tips to post a great question and attract quality answers. I’ve learned the best answers come from being clear and concise when framing your questions.
Complete your profile so advisors can quickly understand more about you and your service.
Leave it up to the advisor to reach out to you if they would like more information about what you offer.