March 2023 | Plus Group

The Paraplanning Case Management App that helps Capstone Financial gain better communication with their clients and within their own team

by Mark Lamb | Mar 15, 2023 | Case studies

Capstone Financial are one of Fluid’s earliest users, having joined Plus Group’s Paraplanners in a demo of an earlier version of the software back in 2019 and being swiftly onboarded afterwards. Project Details “It wasn’t long before we signed up – it was a very quick...

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The Paraplanning Case Management App that helps Capstone Financial gain better communication with their clients and within their own team

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