2018 is all about you—and technology!
Whew! Our SEC auditors are no longer in our office —we’re excited! Now we can increase our focus and resources towards Client One’s technology updates.
We’re working diligently on tech updates and are in the process of testing the latest enhancements. The team is ensuring specs meet advisory business needs and spearheading hurdles prior to launching the new tech features. Right now, due diligence is of the upmost importance prior to these upcoming Client One tech rollouts. Some of the new features you’ll experience include data aggregation and comprehensive reporting for your clients.
What else can you expect during the holidays and through 2018? More. Now that we’ve expanded the team, you’ll see more of the Client One team as work to infuse our team with yours … you can expect office visits to meet your team and get to know you better. Spending more time with the Client One advisors is a priority for the Client One team and me.
While we have had great success at Client One, it will only heighten for 2018. We are hungry to do more!
I look forward to an exciting year, bringing you tools that help strengthen your firm by centering our efforts on your needs. We’re here to advocate for you. Now, let’s build on our foundation together.
Lastly, but most importantly, we couldn’t be here without you and your commitment to us. Thank you for your loyalty to the Client One and CreativeOne families. We’re look forward to an incredible 2018, and so should you. Enjoy your time with your family over the holidays.
Thank you for your support,
President, Client One Securities, LLC