Target marget is Financial Advisory firms, typically range from single person firms, to 10 person firms (small to mid sized). The product typically speaks to high-end, affluent males. People who manage other people's money, and make investing decisions. Many are typically Certified Financial Planners (CFP). They read the Wall Street Journal, Barron’s, The Economist, FA Magazine, Bloomberg, CNBC, and Investors Business Daily.
A version of our 2 min elevator pitch:
Vital Advisor is geared for FAs. A companion for growth with powerful, easy-to-learn and use, big firm features. It grows as you grow.
Mission Statement: Vital Advisor is a highly configurable, intuitive, easy-to-learn software solution, enabling financial advisory firms the means to optimize communications, maintain commitments, and deliver superior customer service.