Name
Wealth Docx Online Experience - WealthCounsel Focus Group
Date & Time
Wednesday, August 1, 2018, 6:45 AM - 7:45 AM
Description
WealthCounsel wants to hear your feedback regardless of whether you use Wealth Docx online or on the desktop. More specifically, we will be discussing current Wealth Docx online features and member’s experiences in working with the product to help us understand how we can best improve these features.