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November 24, 2010
Hits: 804
Company Info
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| Data Last Updated: |
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| Data Verified by Company: |
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Software Overview
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| Size of Firms Targeted: |
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| Number of Firms Using: |
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CRM Features
| Built Specifically for Advisors: |
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| Client Financial Data Tracked: |
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Pricing
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Integrations
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| Portfolio Management Systems: |
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| Account Aggregation: |
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| Financial Planning: |
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| Document Management: |
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Security
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Built on top of the world-renown Sage SalesLogix® CRM system, ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services.
Built on top of the world-renown Sage SalesLogix® CRM system, ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services.
