dan.benson
Acronym
UNAPEN, Inc
Product ID
ClientLogix
Description

CRM Integrated with Your Portfolio Accounting System.

Images
Features label
About this Product
Features

CRM Integrated with Your Portfolio Accounting System:

  • Drive asset growth & increased wallet share!
  • Enhance client service, satisfaction & referrals!
  • Boost efficiency of back office operations!
Vendors
UNAPEN, Inc
Management Style
Discount - No
Schwab Products
SIT Provider
Section
CRM
Ad Hoc Tags
DoubleClick Tags

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