Hi, I'm Aabhas Tripathi.
I am experimenting with a new product - Leegality forms.
In this experiment, I am acting as a Wealth Manager and experimenting with the unified flow starting from Client Discovery to Client Agreement, Payment and Onboarding in the context of a Wealth Management Business while seeing how simple it can get for the Wealth Manager as well as the client.Try onboarding yourself as a client to see the journey in action ⚡