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Customer relationship management (CRM) ... eMoney: eMoney is a top-rated financial planning software used by RIAs and financial advisors. The program is designed to make it easier for financial ...
System Office Integration Multi Lingual Languages Supported Web-Based Time Tracking Attaching Emails to Business Objects Desktop Environment Global Search
Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [3] Addepar's clientele is primarily high-net-worth and ultra-high-net-worth individuals and companies.
Microsoft Dynamics 365 is an integrated suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications offered by Microsoft. [1] Combines various functions such as sales, customer service, field service, operations, finance, marketing, and project service automation into a single platform.
Oracle RightNow is an American customer relationship management (CRM) software service for enterprise organizations which is part of Oracle Service. [1] It was originally developed by RightNow Technologies, Inc., which was acquired by Oracle Corporation in 2011 in a $1.8 billion deal.
NetSuite Inc. is an American cloud-based enterprise software company that provides products and services tailored for small and medium-sized businesses (SMBs) including accounting and financial management, customer relationship management (CRM), inventory management, human capital management, payroll, procurement, project management and e-commerce software.
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