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Top 2 Investment Management Products in Personal CRM

The best Investment Management Products within the Personal CRM category - based on our collection of reviews & verified products.

Affinity 4Degrees.ai

Product categories

AI B2B Networking CRM CRM Platforms Email Productivity Investment Management Project Management

Summary

The top products on this list are Affinity and 4Degrees.ai. All products here are categorized as: Platforms for managing investments, portfolios, and assets. Software designed to manage and enhance personal relationships and networks by organizing contacts, interactions, and reminders in a user-friendly interface. One of the criteria for ordering this list is the number of mentions that products have on reliable external sources. You can suggest additional sources through the form here.
  1. Affinity Landing Page
    Affinity Landing Page
    1

    Affinity

    Relationship Intelligence, Reimagined

    #CRM #CRM Platforms #Investment Management 1 social mentions

  2. 4Degrees.ai Landing Page
    4Degrees.ai Landing Page
    2

    4Degrees.ai

    Automatically track your relationships & deals with actionable intelligence to help you move them forward.

    #CRM #CRM Platforms #Investment Management

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Related categories

🤝 CRM 💼 CRM Platforms 📧 Email Productivity 📂 B2B Networking ✅ Project Management
If you want to make changes on any of the products, you can go to its page and click on the "Suggest Changes" link. Alternatively, if you are working on one of these products, it's best to verify it and make the changes directly through the management page. Thanks!
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