Anthony Colancecco

Our firm was going through multiple transitions and without Simplicity Ops we wouldn’t have been able to do what is best for our clients. Operational efficiencies and workflows can take years to create or implement in any CRM. Simplicity Ops has put a process together to help our staff work as a team and be more efficient in a very short timeline. Operational efficiencies and workflows are never done and always need to be updated that is why we still use Simplicity Ops today. Having the ability to call them to brainstorm or implement new ideas adds tremendous value to our firm. Our staff loves Simplicity Ops!!

Anthony Colancecco
CFP®, CRPC®
Ballentine Capital Advisors