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Prospera Financial

Prospera Financial

With TaskRay, financial advisors can create repeatable action plans for their clients, ensuring no steps get missed and every “t” is crossed and every “i” dotted no matter how busy they get.

LabelInsight

LabelInsight

With TaskRay, Label Insight’s cross-functional teams are now able to access project data from each customer onboarding to inform future processes and create long term customer consistency.