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Typeform - Create beautiful, next-generation online forms with Typeform, the form & survey builder that makes asking questions easy & human on any device. Try it FREE!
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Survey Monkey - Create and publish online surveys in minutes, and view results graphically and in real time. SurveyMonkey provides free online questionnaire and survey software.
SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
LimeSurvey - LimeSurvey: the Online-Umfrage Tool - Open-Source Suryeys
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...