Applied WealthTrack - The Perfect Fit for Wealthwise Financial Planning
We are delighted to welcome Barry and his team to Applied Systems.
Wealthwise is an Independently owned Financial Advisory firm based in Carrick on Shannon. The firm specialises in providing impartial advice in the areas of Investment, Retirement planning, Business & Personal protection as well as Estate planning.
“I had been researching financial Software providers for some time, after meeting Richard and seeing a demonstration of WealthTrack in action I had no doubt that this software was the perfect fit for Wealthwise Financial Planning. The ability to easily track and record all client interactions, communications and activities will lead to greater efficiency and more compliant files. Additional features such as minute by minute billing, sales & pipeline management should give me greater visibility and control of all my processes. Most importantly of all the software is very easy to use and I’ve no doubt it will greatly enhance my business.” — Barry Kerr, Wealthwise Financial Planning
Barry Kerr, Owner (left) with Richard Fitzgerald, Applied Systems Ireland