Customer relationship management tools created just for the wealth manager and financial advisor: A revolutionary idea, right? Well, dream no further. iPipeline CRM for Financial Services-Wealth Entry Edition--is designed around how wealth managers and financial advisors manage their clients' monies to help them build their book of business. It makes the lives of wealth managers and financial advisors a whole lot easier - and more profitable.
iPipeline CRM for Insurance and Financial Services has not been reviewed by any customers.
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