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8 Years

As an Applied Customer

Additional Info

Employees: 5+
Offices: 1


The real-time connectivity to support a unique market position

As a financial planning firm, it is critical to monitor customer engagement and experience. Learn more about how Prosperous Financial Planning leverages Applied WealthTrack to manage and grow customer relationships and simplify compliance tracking.

It was very clear that where Applied WealthTrack was going, we wanted to go, too.

Eoin McGee


Ready to Learn More?

Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.