CLIENTVISION
Computer software for use by financial professionals for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for the management and storage of client-specific financial information, including online documents, emails and meeting notes, that operates with either a customer relationship management (CRM) system or contact management system, either of which is comprised of computer software for tracking persona...
Cancelled · October 9, 2008 · 77589385 ·