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    • Wealth management redefined | Prime wealth management system

      Wealth management redefined | Prime wealth management system
      https://www.intelliflo.com
      Sponsoredintelliflo redblack’s team configures your wealth management software for success. Scale confidently with ongoing support from a platform built to grow with you—learn more.

      Work with transparency · Understand your clients · Make fintech work for you

      Services: Rebalancing and trading, Portfolio monitoring, Pre-trade compliance

    • monday CRM Client Mgmt | monday CRM (Recommended)

      The Best Way to Manage An...
      https://monday.com › Client Mgmt › Software
      SponsoredClose More Deals on Less Time With a CRM that Makes Managing Clients Easy and Intuitive. Easy to use Client Management Software with Fast Setup. Close more Deals in Less Time.
      Site visitors: Over 100K in the past month
      Service catalog: Flexible & Visual Boards, Data Visualisation, Easy Integrations

    • Open Source ERP and CRM | All-in-One Business Software

      https://www.odoo.com › app › erp
      SponsoredCRM, Sales, MRP, Accounting, Inventory, Invoicing & more. Simple & easy to use. Integrated, simple, & loved by million users. The only software you need.
      Service catalog: Integrated Business Apps, Fast Database Migration, Customizable

      5/5 (50 reviews)