Jason Biance

The Track That Advisor software is a critical tool for our business. In addition, their team is extremely helpful and professional; they’re excellent partners. As business owners, we have a consistent pulse on where we are spending money & if it is effective, which offices are producing, how we are performing with our various marketing funnels and also detailed updates when on-boarding new clients’ assets and the appointment setting process. There is an immense amount of data at our fingertips that we can utilize to make the most informed decision possible to achieve our goals.