Simple
Salesforce Financial Services Cloud
Money Guide Pro
Redtail CRM
Joist
SmartOffice
LearnVest
fi360 Toolkit
DealCloud
Salesforce Financial Services Cloud
Redtail CRM
SmartOffice
InsightsCRM
TAMARAC
CRMnext
Affinity
Simple DealCloudBased 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 various public social media platforms and blogs. 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: over 1 year 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: almost 2 years ago
Patience and discovering that simple.com now points to BBVA's Simple migration page. Source: almost 3 years ago
Prior to putting this on reddit the site showed a simple.com blue banner. Source: about 3 years ago
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
Money Guide Pro - Money Guide Pro is a financial planning software solution.
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
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.
Joist - Joist is a mobile application to manage estimates, invoicing and accounting for contractors.
InsightsCRM - Close deals faster with InsightsCRM - A powerful CRM for capital markets. Remove information silos and enhance the speed of customer engagement and success.
