Live Demo: PlanIt Software for Business Advisors

Exciting developments are taking place at BEI, and we can't wait to share a sneak peek of what lies ahead. Join us for an upcoming webinar to discover the latest updates to the planning software, including a look at the new interface and enhanced functionality.

With a live demo, we’ll share how these updates were designed with you in mind, made to streamline the work you do with your clients and other advisors. In the months ahead, BEI will be releasing a series of tools you need to thrive, and we invite you to register for the chance to immerse yourself in the excitement of what's to come.

Don't miss out on the opportunity to learn more about BEI’s PlanIt and how you can get involved! . Register now to secure your spot!