Gain an insight into the industry, learn how you can grow your business or just get a look into life at WillSuite.
How do you get the most out of your estate planning software? Sam talks through the importance of utilising our estate planning CRM for your business.
Here’s two new features within WillSuite that promote business efficiency.
It's been one year since I joined the team at WillSuite and I've had hundreds of meeting, lots of coffee, played table tennis, launched new features and more. Here is a quick article reflecting on the...
It's been two months already? Sam shares his experiences and provides some insight on what he's been up to.
WillSuite has just launched another new feature enabling users to offer ‘Secure Pay by Link’ thanks to our Stripe Integration. It's easy to set up and bound to improve cashflow. Here is how it works.
WillSuite enables you to automate your processes, client, and adviser communication. We have expanded this functionality and now you can use SMS communication to keep clients up to date with where the...