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Mei-Ling Wong
@mei-ling-wong-bf86
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Reviews (1)
On JIFFYAI
Jan 3, 20265.0 (0)Skeptical, then convinced
I went in skeptical — most tools in this space overpromise. It actually delivers on advisor productivity assistants, and frees advisor time for client work caught me off guard. Enterprise-oriented, less suited for solo advisors is why this isn't a perfect score, still, I'd recommend giving it a real trial.