So glad you're loving the swag, Carina! Thanks so much for the kind words, we value your partnership!
I’ve been recommending Pontera software to #advisors for years as it was a #gamechanger in how I advised clients on their #retirement held-away assets and was able to get fairly compensated. They recently surprised me with a #swagbag and handwritten thank you note. What a #classact this #fintech is. Does your #techstack treat you with such #gratitude and #respect?