Adam Van Wie Quoted In Investment News Magazine

Categories : Media
January 3, 2018

Adam Van Wie, chief operating officer of Van Wie Financial, said that in combination with an iPad Pro and Apple Pencil, OneNote lets him take notes in a client meeting right on the screen. Notes are stored in the cloud and automatically synced with a CRM. “This is the best way I have found to capture all client interactions in detail, and it is always easy to go back and check the notes at a later date,” Mr. Van Wie said.

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