finsit
Finsit is a cloud-based financial insight platform, it turns complex figures into eye-opening graphics, making it easier for you and your clients to reach the right financial decisions. It has been developed exclusively for advisors who want to strengthen their offering by exceeding client expectations by creating added value. finsit makes any financial situation look good.
- Launching finsit Standalone
- This section looks to provide you with all of the resources and information that you need to get started using finsit Standalone.
- Launching finsit with CCH OneClick
- This section looks to provide you with all of the resources and information that you need to get started using finsit from CCH OneClick.
- Using finsit
- This section will provide you with all of the resources and information you need to use finsit.