JFS Tech Upgrades Promote Employee Flexibility
HERMITAGE, Pa. – Tech upgrades throughout the past year helped promote employee flexibility to work anywhere through JFS Wealth Advisors’ cloud platform.
Additional improvements slated for 2020 include an enhanced mobile experience for clients and DocuSign rollout to enable a more efficient method of signing and sending documents easily and securely, says Sara Stafford, marketing director. The firm is also launching an e-learning platform for employee training and development, JFSUniversity, she says.
As resources and technologies evolve, JFS’ mission remains centered on making financial planning and advice engaging, informative and a personal experience, says Louis Colella, president of advisory services, in a statement.
“We will continually invest in improvement from professional development to adoption of financial tools and technology paving the industry,” he says.
JFS serves more than 2,000 clients and manages more than $2 billion of assets. This year marks more than three decades of operation for the firm.
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