by InvestGlass | Jun 12, 2021 | Blog
Sales people and company founders are eager to find the perfect cold email template. COVID19 did not change the benefits of email marketing. To those saying that it does not work… I say that the most important part is to be able to adapt quickly templates based...
by InvestGlass | May 31, 2021 | Blog
Robo advisor doesn’t mean low cost and cheap investment accounts Robo-advisors are a hot topic in the world of investing and wealth management. They have been popularized by companies like Wealthfront, Betterment, and WiseBanyan. But what are they exactly? In...
by InvestGlass | May 28, 2021 | Blog
What are digital signatures? Digital signatures are like electronic “fingerprints.” Are you still using paper forms and signatures? We introduce an automated and seamless way to sign your PDFs and documents. Modernize the way your clients’ sign and trump your...
