Shaughnessy Financial/FundEX Investments Inc.
Gold Client Since: 1997
of Our Practice
Founded in 1987, Shaughnessy Financial provides financial planning and
investment services to more than 400 clients. We are a family owned and
operated business focusing on providing an extremely high level of personalized
service to all of our clients.
re Investment Gold
We've been using Investment Gold since it was introduced in 1997, and
it has become an integral part of our firm's success. We have a simple
strategy - we differentiate our practice by delivering an extremely high
level of personalized service to our clients. As a result, we have been
able to grow our business exclusively through client referrals and Investment
Gold is the tool that has made this possible. The reality is that today
Investment Gold virtually "runs" our office. We use it to communicate
with our clients, personalize all contact, track our referrals and coordinate
appointments, functions and critical followup between the members of our
team. Prior to Investment Gold we tried both Maximizer and ACT, but both
programs fell far short of meeting even our most basic needs.