As my practice grew, I searched for software that would make it easier for me to give my clients the complete view and detailed reporting they craved. I looked at everything from QuickBooks to high end 6 figure proprietary systems. To my surprise and frustration, NONE of the systems out there were up to the job. So, I hired my own team of programmers to create a solution based on my specifications. The result is the first (and only) software designed from the ground up to give the wealthy client the big picture and full financial control, and at the same time make the operations of a single or small multi-family office easy, reliable and effective.
To find out more about the Dynamic Wealth Information