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I.T. Excel, LLC
Distance: 0.7 Mi2 Mount Royal Ave
01752-1960 Marlborough -
Charles Technology Group, Ltd
Distance: 2.4 Mi20 Hemlock Dr
01532 Northborough -
Z Resource Group, Inc.
Distance: 5.7 Mi69 Milk St Ste 114
01581-1227 Westborough -
StowBrook Business Services
Distance: 6.4 Mi636 Great Rd
1775 Stow -
Tandem Seven
Distance: 9.1 Mi13 Erika Dr
1748 Hopkinton
Description
When using any marketing tool it’s important to be able to measure ROI, and we provide granular reporting services. We track every advisor login on our site, every search, every presentation built, every e-mail campaign sent, and every website hit. We provide you with monthly reports (or more frequently if desired) on your usage, allowing you to quickly see high adoption rates (we shoot for 90%+) and where advisors and your firm are generating value. In doing so we’ll consistently show you, year after year, the high ROI you and your advisors receive from using Forefield services.
Luke heads the Forefield technology team in the development of cutting-edge software solutions for the financial advisor. Luke has over 20 years of experience in software development, with the last 15 years spent working with financial applications.
Founded in 1997, Forefield operates at the intersection of leading-edge financial planning and state-of-the-art technology. Our team spans financial practitioners and legal experts including CFAs, CFP® professionals, ChFC®s, CPAs, and attorneys; content specialists utilizing a highly structured process to ensure accuracy and legal compliance; and veteran software architects and developers delivering innovative applications, infrastructure, and integration solutions.
When you use Forefield services, we make good faith efforts to provide you with access to your personal information and either to correct this data if it is inaccurate or to delete such data at your request if it is not otherwise required to be retained by law or for legitimate business purposes.
Hearsay Social Expands Content Exchange Platform, Providing the Most Comprehensive Pre-Approved Content Library for Social Media Social Media Publishing Is “Plug and Play” With Hearsay Social’s Content Exchange; Partnering With Industry-Leading Content Providers Broadridge Financial Solutions, Life Happens, NewsCred, and Trapit to Provide Timely, Relevant and Pre-Approved Content for Financial Services Professionals.