Search Results | Showing 81 - 89 of 89 results for "CRM" |
| | ... provider IWL for another three years. Under the deal, Bridges has also contracted IWL to provide other services including CRM, report and portfolio managment, practice management, modelling tools and other infrastructure services. "Being the market leading ... |
| | | ... put in place are achieving their objectives," said Graham. Reporting options now include a client relationship management (CRM) module, DICE which will provide advisers with increased flexibility and 21 new letter templates that are now available "out-of ... |
| | | ... merger is highly synergistic and rounds out the XPLAN offering by combining existing capabilities in portfolio management, CRM, practice management and investment modelling with PlanTech's risk capabilities. General manager of XPLAN, Andrew Walsh, said ... |
| | | ... specific technology which integrates modelling tools, projections and calculations, portfolio reporting and sophisticated CRM functions. Evolve Logic hopes that the customised XPLAN system will be up and running at the end of this month. |
| | | ... qualitative and quantitative analysis of personal risk insurance products, can incorporate packaged products, planning tools, CRM and provides transparent research methodology. Modica added that the main advantage to his adviser's work was in giving ... |
| | | ... comparison module, more integration with more platforms, auto-form generation, transaction processing, more data feeds, and CRM enhancements. Graham added that the group has had large growth in the institutional and boutique sectors in the last 12 months. ... |
| | | PlanTech has announced it will provide the planning, CRM and practice management software platform for national dealer group Financial Services Partners (FSP). Tony Smith, PlanTech Consulting Group's CEO says the most important challenge facing advisers ... |
| | | Aon has appointed a new Head of Client Relationship Management in Victoria, while also picking up a number of super fund mandates with a combined value of over $200 million. Joanne Caruana will join the team as both Senior Consultant and Head of Client ... |
| | | ... solution made this a very easy decision," says Hills. PlanTech's IT platform will including a customer relationship management (CRM) feature, cash flow driving financial planning tools and, a life insurance research tool. These functions are each embedded ... |
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