UNAPEN, Inc. Integrates its ClientLogix CRM product with Laser App Software to Advance Asset Manager Work Flow
Tag: Institutional
Advisors using ClientLogix are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort.
UNAPEN CEO Joe Walker addresses billing standards and practices in the investment management industry at the Redi2 conference in Coral Gables, FL.