Your all-in-one Paraplanning case management system Track every stage of your cases in real time, whenever, wherever With Fluid, you'll know exactly where each case is at, all the time. You'll see how your cases are progressing and receive notifications every time there’s a new update, so you’re not left in the dark.
| Website | https://gofluid.org |
| Employees | 2 (0 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
| Keywords | Case Management Software, Case Tracking System, Case Management System, Financial Planning Software, Practice Management Software, Client Management Software, Workflow Automation Software, Crm For Financial Advisors, Digital Case Management, Wealth Management Software, Advisory Software, Financial Planning Tools, Document Management System, Compliance Software, Financial Technology |
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