Collaborate with independent economist Fritz Meyer, MPT expert Dr Craig Israelsen, and tax and financial planning guru Robert Keebler, CPA/PFS. We give you a dashboard with Fritz, Craig, and Bob’s slides and transcripts of their three one-hour sessions monthly. So you can give these presentations to clients in webinars, seminars, meetings, blog entries, and social networking posts. Plus, you get an advisor website integrated with email newsletters, videos, scripts, articles, and social networking content. Aligned with best practices for fiduciaries, we integrate CRM, planning, performance reporting and other professional apps with a proprietary secure document vault.