Julie M. Cusson
Vice President - Investment Officer
Moran Edwards Asset Management Group of Wells Fargo Advisors
Gold Client Since: 2003
of Our Practice
Simply put, we are a separate account manager.
re Investment Gold
Prior to learning about Investment Gold, our team had been using GoldMine
for five years. Unfortunately, we weren't getting the value that I had
originally anticipated from GoldMine, and we weren't on track for that
to change in the future. But now that we've added Investment Gold, we
are enjoying all of the benefits that I had initially hoped for and more!
We use the product to track all the details about our investors and to
schedule all the activities for our entire team. Investment Gold is the
hub of all our communications, both internally and with clients and prospects.
And we make extensive use of the delegation capabilities. Although we
are just starting to use automated processes, I can already see how they
are going to be a tremendous additional benefit.
software is really only half the story. We've also derived great value
from our relationship with Chaffe/Malcolm. I can't say enough about the
quality of their training and assistance. They are reliable. They are
timely. And they have the experience and knowledge to answer all of our