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zita.white's avatar
zita.white
Icon for Iress Team rankIress Team
6 months ago

AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!

Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...
technology
xplan
csampson's avatar
csampson
Social Sightseer

How do I get the badge? It has not yet appeared on my profile.

rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
5 months ago

Hi csampson - my apologies! Looks like the trigger wasn't working so I've added the badge manually to your profile.

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