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Money Guide Pro - Money Guide Pro is a financial planning software solution.
Slack - A messaging app for teams who see through the Earth!
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
Google Drive - Access and sync your files anywhere
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Trello - Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details.