Financial Planning Platform Estate Planning Module

“I wanted to take a moment to express my appreciation for your exceptional work developing DMS functionality in a quick turnaround. Your dedication, expertise, and professionalism have significantly impacted our team and our overall success.”

“I immediately called Andy to help me find the right solution. Andy worked hard on this throughout the weekend, running ideas by me on how best to implement a creative solution within our existing design framework, while ensuring my team could manage the content and digital assets via the CMA. The solution he came up with incorporated some of the new brand from the original microsite design and fulfilled our requirements. By taking this approach we saved almost $50,000 that would have been spent on creating the site with external resources and manual upkeep through June. It’s not often unsung heroes get praise and Andy’s expertise, diligence and dedication certainly deserve some..”