Applied Systems and ClearChoice™ Partner to Save Financial Brokers Time
Partnership enables advisers to quickly and easily upload reports generated by the ClearChoice platform directly to the WealthTrack client
Applied Systems and ClearChoice have announced the integration of their two systems, Applied WealthTrack and ClearChoice’s leading research tool for financial brokers.
This partnership enables advisers to quickly and easily upload the comprehensive protection research reports generated by the ClearChoice platform directly to their client in Applied WealthTrack.
Commenting on the partnership ClearChoice, founder and managing director Paul Merriman said, "We are delighted that this partnership with Applied Systems is our first integration in Ireland. Having a clear audit trail of your research reports for clients is a key compliance requirement; therefore having the ability to quickly upload reports to the client’s file in Applied WealthTrack is a fantastic addition to the system."
Richard Fitzgerald, director of Applied Systems, said, "We are thrilled to be partnering with ClearChoice on this integration. ClearChoice already has several hundred Financial Brokers using their platform and we see our partnership as key to saving time and simplifying business operations. We look forward to working with Paul and his team."
L-R: Paul Merriman (Managing Director, ClearChoice), Richard Fitzgerald (Director, Applied Systems) and Paul Kelly (Sales Director, ClearChoice)