GO TEAMSUPPORT

Our firm uses TeamSupport to manage all day-to-day requests. I typically spend the majority of my day in creating, responding to, and closing tickets. The ticket system has allowed my team and I to keep very detailed records of correspondence between us and the advisors we service. This program has provided us with a high level of accountability and efficiency. TeamSupport is more than convenient, and allows us to track our every move. TeamSupport is convenient and easy to teach to newcomers. I find the program to be useful in things like managing daily tasks as well as longer term requests. I use TeamSupport to service accounts for financial advisors. On a normal day, I process things like systematic distribution requests, account transfers, account openings, technology questions/concerns, overall account maintenance issues, and general support questions. I spend most of my day, every day, reviewing my open tickets and addressing any requests in them. I also enjoy the Reminders function. This allows me to see all of my urgent and less urgent responsibilities in one place. TeamSupport creates a very clean and organized work environment, and I would highly recommend it anyone and everyone interested in growing their business and becoming more time efficient.