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Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Ricochet360 - Use Ricochet360 CRM lead dialer, IVR, cloud phone system & marketing automation platform to increase contact rates & sales. Track prospects, notes, to-dos.
Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
Pipeliner CRM - Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.
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.
DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies