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Details: |
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Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return.
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URL: |
http://www.climark.com
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Title: |
Client Marketing Systems - Advisors Assistant |
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Description: |
Business, Investing, Money Managers, Software - Advisors Assistant. Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return. |
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