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Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Affinity - Relationship Intelligence, Reimagined
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Zapflow - Zapflow is a cloud-based tool for professional investors to manage their deal flows.
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.
Attio - Attio is a radically new type of CRM that is real-time, entirely customizable and intuitively collaborative. Using Attio, your team can create, build and deploy your CRM exactly as you want it.