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Zack Glassleft a comment
As a Financial Advisor I was amazed with the scope of Integration Partners - from Schwab to Tamarac Advisor
Advisor Engine CRMCRM for financial advisory & wealth management firms
From a 30,000 foot view of the firm’s productivity, to a 360-degree view of a client, AdvisorEngine CRM combine smart-automation with personal client service.
Features:
Activity Tracking
Advanced Workflows & Automation
Client Data Segmentation & Communication
Advisor Engine CRMCRM for financial advisory & wealth management firms