Search ResultsShowing 1 - 4 of 4 results for "Microsoft Outlook"
Praemium upgrades CRM planning software
LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
... tool Yammer, which enables users to communicate with coworkers and partners. WealthCraft also integrates with Microsoft Outlook, so advisers can manage the process from generation all the way through onboarding new clients and managing client investments ...
Praemium launches FoFA-ready CRM tool
MARK SMITH  |  MONDAY, 17 JUN 2013
... customer relationship management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients and helping them to meet their new Opt-in ...
Asgard launches new website for advisers
LINDA HAUSKEN  |  TUESDAY, 1 MAY 2012
... offers an interactive calendar with key cut-off dates for transactions that can be simply loaded in to either Microsoft Outlook or Lotus Notes. The site also offers processing and reporting of current information regarding key client reports and mailings ...
Video me up, Scottie
MICHELLE BALTAZAR  |  WEDNESDAY, 25 MAR 2009
... integrated easily with Microsoft Exchange without the need for extra patches or plug-ins. This means those who use Microsoft Outlook can schedule a video call the same way they book a meeting. While many fund managers argue that phone meetings or old-technology ...
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