Using Technology for an Efficient Practice

InvestmentNews devoted a section of this week’s magazine to advisors “breaking away” and starting their own firms.  I was quoted about Upperline’s innovative use of technology in this article by Davis Janowski.

I’m a big fan of the tools we’ve found to run Upperline, including Batchbook CRM, Freshbooks, and Basecamp.   Many thanks to Davis and InvestmentNews for highlighting us!