MOAS Masterclass with Taylor Bindon

2024-04-18

One of my goals for 2024 is to be able to bring to your attention only the very best fintech and practice tech. In other words, the tools that can help. In late 2022 I sat down with the development team at Atlis Technologies to talk about their all-in-one practice CRM, MOAS. Fifteen months later, they have evolved MOAS to such a degree it's time to talk again. Their development pathway is also an outlier. Where most financial planning software tends to launch lean and with only the most basic func...

One of my goals for 2024 is to be able to bring to your attention only the very best fintech and practice tech.

In other words, the tools that can help.

In late 2022 I sat down with the development team at Atlis Technologies to talk about their all-in-one practice CRM, MOAS.

Fifteen months later, they have evolved MOAS to such a degree it's time to talk again. Their development pathway is also an outlier.

Where most financial planning software tends to launch lean and with only the most basic functionality, they have already spent over four years launching and evolving this in the Wealthmed business, overcoming the many hurdles that I know those of you with larger, multi-disciplinary businesses will empathise with.

What they've developed is a tool that can generate & template advice, track workflow, provide a single source of client data, calculate fees and provide an insightful dashboard of business operations across lead generation, new client engagement, review delivery, revenue trends and compliance.

Meanwhile, the team's devotion to UX (user experience) means it is intuitive to use and looks simple.

If you'd like to know more about it, you can do so [here] & [here]

If you'd like to take a good, long look inside how it's been created, how it works and...

why the team can claim it halves the time to deliver advice.

Join me.

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