|7 results - showing 1 - 7||
November 23, 2010 Hits: 2645
November 26, 2010 Hits: 2066
Your search for the right CRM is over. Grendel eliminates the frustrations that plague advisors with an easy-to-use, lightening-fast, and powerful practice management solution.
November 26, 2010 Hits: 2006
iChannel is a web browser-based, collaborative document management system. iChannel delivers the means to create, share, manipulate and manage all structured and unstructured information in a simple, secure and cost-effective manner.
November 26, 2010 Hits: 1870
Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.
November 26, 2010 Hits: 752
Morningstar Office is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor?s practice.
November 26, 2010 Hits: 735
NetDocuments allows you the freedom to access and work on your documents anywhere. Get to the Internet and login to all your documents. Create, edit, share and collaborate with others.
October 03, 2010 Hits: 2222
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