Intuit is looking for financial planners who would be interested in participating in a research project over the summer, late July through October. We would like you to try out a new product and tell us what you think about it. The product focuses on helping you manage your clients’ portfolios. If this sounds interesting to you please send me an email at marion_vermazen at intuit dot com. Give me your phone number and I will give you a call back to give you more information.
Marion's Blog 