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RFP

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RFP
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  • Hi Everyone, I'm new to the group. I'm Emma - Founder of Rose FP Solutions. We set up in 2022 - we provide administration support to Financial Planners in the UK. We specialise in LOA's and data gathering effectively everything up until the ca…
    in Say hello! Comment by RFP November 30
  • Hi, I am new to this group. I'm the founder of Rose FP Solutions. We support many different firms with their admin processes. We use most of all the back office systems (Including IO) and we use Plannr for quite a few different clients. I'd be happy…
    in Moving to Plannr from Intelligent Office Comment by RFP November 30