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“Through the Accounts tab on ClientView Live we can post consolidated information on their other holdings, such as 401(k)s, Annuities and other retirement assets. Our clients only have to look at their private website to see where they stand vs. logging into multiple other websites, which is a huge convenience …
"Junxure is one of the best purchases I have made to help my company continue to grow. Its framework has helped us internally and externally with better communication and consistent service and has allowed us to continue to grow and expand. We are no tech geeks here, however we continue …
Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …
Ricochet360 can help you create predictable revenue outcomes by automating 95% of what your sales or support agents do on a daily basis. Make 500+ calls per day, while automating …
Uployal is the multi-tool solution for retailers that enables customer tracking, analysis and activity management. Development and implementation of loyalty programs with CRM and mobile applications (iOS and Android) for …
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