“We've designed a pretty flexible tool. It’s turnkey when you need it to be, like determining cashflow. We've got some really cool stuff in the pipeline right now from a development perspective and KPIs.” -Christian Wielage
The finer details of this episode:
- How using a software planning tool like PlanGuru helps advisors/CFOs make sound business decisions
- Tools and resources offered by PlanGuru
- Why today’s firms need PlanGuru to stay relevant and offer real-time solutions
Episode resources:
