As your financial partner and guide, we are always looking for ways to improve our services to you. With 2016 behind us and 2017 underway, we are excited to announce a few changes that are taking place regarding Verisail’s technology. Our website has been updated, we have a new portfolio reporting software, and we will be offering consistent education and inspiration through our blog and social media content.
Our website has been upgraded to better communicate our passion and services to our clients and target audience. We hope that the refreshed site clearly communicates our message and also becomes a resource for anyone trying to make financial progress. Check it out and let us know what you think…www.verisail.com.
It was time for an upgrade to our portfolio reporting software. We have switched to an online software called Blueleaf. We are confident that Blueleaf will provide the information you need in an easy to understand way. Blueleaf also has the ability to display all of your bank accounts, investment accounts, mortgage, and debts in one place. If you are a Verisail client, you have been or will be invited to join Blueleaf. If you are not a client but would like to test drive Blueleaf, let us know and we would be happy to get you set up.
Finally, there is so much “noise” when it comes to information regarding your finances. Through our blog and social media content, we want to cut through that noise by providing material that is relevant, straight forward, and encouraging.
Be on the lookout for more posts and information coming out weekly!