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Showing 1 - 3 of 3 results for "Microsoft Dynamics"

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... base, saying added data security is a particular benefit. At the foundation of FinPal's software is a custom Microsoft Dynamics CRM. "Naturally for us data security is our highest priority. It's a comfort for us to know that the FinPal system benefits ...

SSFS meets client demand for phone advice

ALEX BURKE  |  MONDAY, 17 AUG 2015
... result we've replaced four systems, including the advice system. We also replaced our CRM - we're now using Microsoft Dynamics - as well as our platform/registry system, and of course our phone system." As a result of the changes, Bradley said clients ...

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...
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