News

SuiteBox woos Kiwi advisers

Wednesday 18th of May 2016

SuiteBox says its product makes it easier for advisers to comply with their regulations.

It is an online meeting room that allows advisers to upload documents such as disclosure statements, scope of engagement and statements of advice, and have them signed by the client in the presence of the adviser.

They can then be stored and uploaded to a CRM system or emailed.

The comp...

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