FIG Marketing – Page 93 – Your framework for tomorrow's financial landscape.

[PRESS RELASE] RetireUp Pro Fully Integrates with Riskalyze Software

by FIG Marketing March 21, 2018

written by FIG Marketing

PRESS RELEASE – For Immediate Release

Contact: Financial Independence Group, Inc., 800-527-1155

Official: RetireUp Pro Fully Integrates with Riskalyze Software
RetireUp Pro Users Can Now Connect to the Riskalyze Software Within RetireUp Pro’s Interface

CORNELIUS, NC: Financial Independence Group, Inc. is proud to announce the completed integration of RetireUp Pro software with Riskalyze, a software aimed at financial professionals to get risk assessments for client portfolios. Now, with a few simple clicks, RetireUp Pro users can get Riskalyze software completely integrated in their RetireUp Pro account via Financial Independence Group’s Agent Portal.

March 21, 2018

Business Development
Electronic Application Options: Save Time and Money

by Mark Stewart March 13, 2018

by Mark Stewart March 13, 2018

As a financial professional, you’ve heard of drop tickets and e-applications (e-apps). You have received emails encouraging the use of these electronic options and read that using electronic submission methods decreases issue …

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Marketing + Branding
What Do Clients Want From a Financial Advisor? [Infographic]

by Mark Stewart February 27, 2018

by Mark Stewart February 27, 2018

Updated April 4, 2024, at 10:32 AM What are your clients saying about your performance? What are they really wanting from you as their advisor? Let’s face it; dealing with people’s hard-earned …

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[PRESS RELASE] RetireUp Pro Fully Integrates with Riskalyze Software

Electronic Application Options: Save Time and Money

What Do Clients Want From a Financial Advisor? [Infographic]