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Simplexfinancials

Simplex Financials
(210) 404-4840
pathbysimplex.com

Simplex Financials is a technology company focused on helping business owners overcome their financial challenges, as well as informing advisors of how their clients are performing. 

Their mission is to connect business owners with what they need right now to make their dreams a reality. Simplex Financials is a nimble and agile group of SMEs empowered to bring products to market quickly, without making reactionary counter-productive decisions.

 

Archived Webinars

THE BUILDING BLOCKS OF CLIENT RELATIONSHIPS WITH PATH BY SIMPLEX
Recorded Date June 8, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other