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"Oh my goodness we are ecstatic! What an asset to our company. Long after we're dead and gone our young partner will have built a phenomenal bank of information for his employees and associates."
“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 …
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 …
B2B Wave is a user-friendly and powerful B2B eCommerce software for brands, wholesale distributors, and drop-shipping suppliers looking to branch out online. Their cloud-based platform lets you accept orders, create …
CAS Software AG has become the German, market-leading innovator for customer relations management (CRM) for small and medium-sized enterprises (SMEs). The company was founded in 1986 by Martin Hubschneider and …
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