Salesforce Financial Services Cloud
Redtail CRM
SmartOffice
Money Guide Pro
DealCloud
LearnVest
CRMnext
emX
Simple
Joist
Redtail CRM
Money Guide Pro
SmartOffice
Kuber
emX
Numbrs
Based on our record, Simple seems to be more popular. It has been mentiond 4 times since March 2021. We are tracking product recommendations and mentions on Reddit, HackerNews and some other platforms. They can help you identify which product is more popular and what people think of it.
I received a refund for an item on Amazon and the debit card and bank was closed. Amazon will not reissue the refund to a different debit card and I'm clueless who to contact if there is anyone to contact since simple.com was defunct in 2021. Any help would be appreciated. - Source: Reddit / 16 days ago
Get a fresh bank account without him; credit unions can be good for this. Make sure it's not at a bank that he frequents...you don't want the teller to be "helpful" and clue him in on things. I used to recommend simple.com for a debit card, but they have sold out to PNC. - Source: Reddit / 9 months ago
Patience and discovering that simple.com now points to BBVA's Simple migration page. - Source: Reddit / over 1 year ago
Prior to putting this on reddit the site showed a simple.com blue banner. - Source: Reddit / almost 2 years ago
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Joist - Joist is a mobile application to manage estimates, invoicing and accounting for contractors.
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.
Money Guide Pro - Money Guide Pro is a financial planning software solution.
DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
LearnVest - Make progress on your money.
