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  2. 2023's Best RIA Software Solutions For All Your Financial Needs

    www.aol.com/2023s-best-ria-software-solutions...

    RedTail: RedTail is a leading CRM software solution for financial services professionals and was the first cloud-based CRM to be created. The software has earned a solid reputation for its ease of ...

  3. Comparison of CRM systems - Wikipedia

    en.wikipedia.org/wiki/Comparison_of_CRM_systems

    Sage CRM 2019 R1 February 2019 Proprietary or SaaS: ASP.NET, ASP yes Windows MS SQL, ORACLE, DB2 1981 Salesbox CRM: Salesbox CRM 2019 2019 SaaS: JS, React: yes Web, iOS, Android: PostgreSQL: 2014 Salesforce.com: Marc Benioff Winter '21 June 2019 Proprietary: APEX (Proprietary Language Java-like) yes Cloud Computing: Proprietary 1999 SAP CRM ...

  4. Sageworks - Wikipedia

    en.wikipedia.org/wiki/Sageworks

    Sageworks was a private financial information company headquartered in Raleigh, North Carolina. Founded in 1998, Sageworks provides financial analysis and risk management software, in addition to creating products for commercial lenders. It collects financial information on the private sector by aggregating data from large accounting firms.

  5. Comparison of accounting software - Wikipedia

    en.wikipedia.org/wiki/Comparison_of_accounting...

    The following comparison of accounting software documents the various features and differences between different professional accounting software, personal and small enterprise software, medium-sized and large-sized enterprise software, and other accounting packages. The comparison only focus considering financial and external accounting functions.

  6. How To Choose the Right Financial Planning Software for Your ...

    www.aol.com/choose-financial-planning-software...

    Financial planning software can vary widely in cost, so it’s essential to weigh your options. Free apps often have limited features, but they might be enough if you’re only looking for basic ...

  7. Microsoft Dynamics 365 - Wikipedia

    en.wikipedia.org/wiki/Microsoft_Dynamics_365

    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.

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