ClientVision is the first Financial Relationship Management (FRM) tool that is both offered as a software service over the web, as well as being completely integrated into Outlook 2007.
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ClientVision is the first Financial Relationship Management (FRM) tool that is both offered as a software service over the web, as well as being completely integrated into Outlook 2007. ClientVision fills the gap for independent and small office advisors and agents who are looking for a way to extend their existing contact management tools to their financial practice, including comprehensive financial planning.