Dominic Thomas
April 2022  •  1 min read

Betafolio…

Many of you will already be using Betafolio, but in our new video below Dominic explains what it is and why we’ve started using it. Financial planning is where the real value to clients lies, and that’s why Betafolio maintain portfolios that exist only in service of the financial plan. The plan leads, the portfolio follows. Please have a watch, and as always do get in touch if you have any questions.