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Crm for financial planners presentation visual aids

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Presenting crm for financial planners presentation visual aids. This is a crm for financial planners presentation visual aids. This is a five stage process. The stages in this process are account aggregation, financial planning, document management, data input tools, portfolio analytics reporting, trading rebalancing, custodian, portfolio accounting, crm.

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  1. 80%

    by Dee Hicks

    Best way of representation of the topic.
  2. 80%

    by Cliff Jimenez

    Nice and innovative design.

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