A customized version of Oracle’s® CRM On Demand system specifically designed for advisors to manage all aspects of their client and prospect relationships.
Fidelity WealthCentral CRM
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A customized version of Oracle’s® CRM On Demand system specifically designed for advisors to manage all aspects of their client and prospect relationships. It lets advisors track referrals, prospects and client opportunities, as well as perform marketing analytics and comprehensive client and prospect reporting.