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CRM for Financial Services RIA's
Wealth CRM is designed specifically for Independent Financial Planners that need to aggregate data into one solution that works inside of Microsoft Outlook. This technology works with the Schwaab Portfolio Center today.
| CRM Versions: |
Version 4.x
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| Contact Person: |
Tom Wengler
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| Contact E-Mail: |
twengler@srcnetworking.com
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| Contact Phone No.: |
423-309-7483
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| Languages Supported: |
English
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| Countries Supported: |
US
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| Screenshot (640 x 480 max): |
Not available
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| Fact Sheet: |
Not available
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| Documentation: |
Not available
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| Approx. Price: |
High - $5,001 -
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| # of Installs: |
1 to 10
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